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RWMHX vs SOPAX
RWMHX vs SOPAX Comparison
Open Charts RWMHX vs SOPAX
American Funds Washington Mutual R5E
Price$66.01
Change-$1.03 (-1.54%)
VolumeN/A
Net Assets208.21B
ClearBridge Dividend Strategy A
Price$30.29
Change-$1.58 (-4.96%)
VolumeN/A
Net Assets9.13B
RWMHX vs SOPAX Comparison Chart in %
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RWMHX vs. SOPAX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 208B vs. SOPAX (9.13B). RWMHX pays higher dividends than SOPAX: RWMHX (1.36) vs SOPAX (1.16). 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 : 5.40 vs. SOPAX (1.00). RWMHX return over 5 years is better than : 37.20 vs. SOPAX (19.16).
| 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 | 1.523 | 3.733 | 41% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 9.13B | 2,279% |
| Annual Yield % from dividends | 1.36 | 1.16 | 117% |
| Returns for 1 year | 5.40 | 1.00 | 542% |
| Returns for 3 years | 30.10 | 14.84 | 203% |
| Returns for 5 years | 37.20 | 19.16 | 194% |
| Returns for 10 years | 96.94 | 80.45 | 120% |
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