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RWMHX vs SOPYX
RWMHX vs SOPYX Comparison
Open Charts RWMHX vs SOPYX
American Funds Washington Mutual R5E
Price$66.01
Change-$1.03 (-1.54%)
VolumeN/A
Net Assets208.21B
ClearBridge Dividend Strategy I
Price$31.80
Change-$1.49 (-4.48%)
VolumeN/A
Net Assets9.13B
RWMHX vs SOPYX Comparison Chart in %
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RWMHX vs. SOPYX 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 SOPYX is a Buy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 208B vs. SOPYX (9.13B). RWMHX (1.36) and SOPYX (1.34) 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 : 5.40 vs. SOPYX (1.81). RWMHX return over 5 years is better than : 37.20 vs. SOPYX (22.70).
| 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 | 1.523 | 3.786 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 9.13B | 2,279% |
| Annual Yield % from dividends | 1.36 | 1.34 | 102% |
| Returns for 1 year | 5.40 | 1.81 | 298% |
| Returns for 3 years | 30.10 | 17.09 | 176% |
| Returns for 5 years | 37.20 | 22.70 | 164% |
| Returns for 10 years | 96.94 | 88.16 | 110% |
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