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AFDAX vs RWMFX
AFDAX vs RWMFX Comparison
Open Charts AFDAX vs RWMFX
AFDAX vs RWMFX Comparison Chart in %
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AFDAX vs. RWMFX commentary
Aug 23, 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 AFDAX is a StrongBuy and RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. AFDAX (3.01B). RWMFX pays higher dividends than AFDAX: RWMFX (1.42) vs AFDAX (0.19). AFDAX was incepted earlier than RWMFX: AFDAX (22 years) vs RWMFX (24 years). AFDAX (1.04) is less costly to investors than RWMFX (0.31). AFDAX is a more actively managed with annual turnover of: 44.00 vs. RWMFX (32.00). RWMFX has a lower initial minimum investment than AFDAX: RWMFX (250) vs AFDAX (2500). RWMFX annual gain was more profitable for investors over the last year : 6.74 vs. AFDAX (-6.06). RWMFX return over 5 years is better than : 28.68 vs. AFDAX (15.13).
| AFDAX | RWMFX | AFDAX / RWMFX | |
| Total Expense Ratio | 1.04 | 0.31 | 335% |
| Annual Report Gross Expense Ratio | 1.04 | 0.31 | 335% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 9.307 | 6.085 | 153% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.01B | 218B | 1% |
| Annual Yield % from dividends | 0.19 | 1.42 | 13% |
| Returns for 1 year | -6.06 | 6.74 | -90% |
| Returns for 3 years | 19.73 | 33.03 | 60% |
| Returns for 5 years | 15.13 | 28.68 | 53% |
| Returns for 10 years | 141.89 | 80.01 | 177% |
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