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RWMHX vs SOPYX
RWMHX vs SOPYX Comparison
Open Charts RWMHX vs SOPYX
American Funds Washington Mutual R5E
Price$65.74
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets209.48B
ClearBridge Dividend Strategy I
Price$30.85
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.97B
RWMHX vs SOPYX Comparison Chart in %
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RWMHX vs. SOPYX commentary
Dec 28, 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 SOPYX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. SOPYX (8.98B). RWMHX (1.30) and SOPYX (1.27) have matching dividends . RWMHX was incepted earlier than SOPYX: RWMHX (10 years) vs SOPYX (30 years). SOPYX (0.73) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. SOPYX (19.00). RWMHX has a lower initial minimum investment than SOPYX: RWMHX (250) vs SOPYX (1000000). RWMHX annual gain was more profitable for investors over the last year : 6.04 vs. SOPYX (-0.57). RWMHX return over 5 years is better than : 41.73 vs. SOPYX (21.01).
| RWMHX | SOPYX | RWMHX / SOPYX | |
| Total Expense Ratio | 0.41 | 0.73 | 56% |
| Annual Report Gross Expense Ratio | 0.41 | 0.73 | 56% |
| Fund Existence | 10 years | 30 years | - |
| Gain YTD | 8.182 | 0.846 | 967% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 8.98B | 2,329% |
| Annual Yield % from dividends | 1.30 | 1.27 | 102% |
| Returns for 1 year | 6.04 | -0.57 | -1,062% |
| Returns for 3 years | 32.61 | 15.76 | 207% |
| Returns for 5 years | 41.73 | 21.01 | 199% |
| Returns for 10 years | 80.06 | 73.64 | 109% |
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