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AFDIX vs RWMFX
AFDIX vs RWMFX Comparison
Open Charts AFDIX vs RWMFX
AFDIX vs RWMFX Comparison Chart in %
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AFDIX vs. RWMFX commentary
Sep 05, 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 AFDIX is a StrongBuy and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. AFDIX (2.98B). RWMFX pays higher dividends than AFDIX: RWMFX (1.41) vs AFDIX (0.42). AFDIX was incepted earlier than RWMFX: AFDIX (21 years) vs RWMFX (24 years). AFDIX (0.79) is less costly to investors than RWMFX (0.31). AFDIX is a more actively managed with annual turnover of: 44.00 vs. RWMFX (32.00). RWMFX has a lower initial minimum investment than AFDIX: RWMFX (250) vs AFDIX (2500). RWMFX annual gain was more profitable for investors over the last year : 6.70 vs. AFDIX (-5.48). RWMFX return over 5 years is better than : 27.50 vs. AFDIX (15.44).
| AFDIX | RWMFX | AFDIX / RWMFX | |
| Total Expense Ratio | 0.79 | 0.31 | 255% |
| Annual Report Gross Expense Ratio | 0.79 | 0.31 | 255% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 10.764 | 6.456 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.98B | 218B | 1% |
| Annual Yield % from dividends | 0.42 | 1.41 | 30% |
| Returns for 1 year | -5.48 | 6.70 | -82% |
| Returns for 3 years | 18.99 | 31.77 | 60% |
| Returns for 5 years | 15.44 | 27.50 | 56% |
| Returns for 10 years | 150.40 | 81.34 | 185% |
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