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RWMHX vs SOPAX
RWMHX vs SOPAX Comparison
Open Charts RWMHX vs SOPAX
American Funds Washington Mutual R5E
Price$65.75
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets209.48B
ClearBridge Dividend Strategy A
Price$29.40
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets8.97B
RWMHX vs SOPAX Comparison Chart in %
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RWMHX vs. SOPAX commentary
Dec 26, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RWMHX is a Hold and SOPAX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. SOPAX (8.98B). RWMHX pays higher dividends than SOPAX: RWMHX (1.30) vs SOPAX (1.09). RWMHX was incepted earlier than SOPAX: RWMHX (10 years) vs SOPAX (33 years). SOPAX (1.00) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. SOPAX (19.00). RWMHX has a lower initial minimum investment than SOPAX: RWMHX (250) vs SOPAX (1000). RWMHX annual gain was more profitable for investors over the last year : 6.35 vs. SOPAX (-1.22). RWMHX return over 5 years is better than : 41.75 vs. SOPAX (17.62).
| RWMHX | SOPAX | RWMHX / SOPAX | |
| Total Expense Ratio | 0.41 | 1.00 | 41% |
| Annual Report Gross Expense Ratio | 0.41 | 1.00 | 41% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 8.199 | 0.109 | 7,531% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 8.98B | 2,329% |
| Annual Yield % from dividends | 1.30 | 1.09 | 119% |
| Returns for 1 year | 6.35 | -1.22 | -518% |
| Returns for 3 years | 32.68 | 13.71 | 238% |
| Returns for 5 years | 41.75 | 17.62 | 237% |
| Returns for 10 years | 81.49 | 67.91 | 120% |
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