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AFEIX vs RWMFX
AFEIX vs RWMFX Comparison
Open Charts AFEIX vs RWMFX
AFEIX vs RWMFX Comparison Chart in %
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AFEIX vs. RWMFX commentary
Aug 14, 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 AFEIX is a Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. AFEIX (3.06B). RWMFX pays higher dividends than AFEIX: RWMFX (1.42) vs AFEIX (0.61). AFEIX was incepted earlier than RWMFX: AFEIX (21 years) vs RWMFX (24 years). AFEIX (0.59) is less costly to investors than RWMFX (0.31). AFEIX is a more actively managed with annual turnover of: 44.00 vs. RWMFX (32.00). RWMFX has a lower initial minimum investment than AFEIX: RWMFX (250) vs AFEIX (5000000). RWMFX annual gain was more profitable for investors over the last year : 8.16 vs. AFEIX (-4.22). RWMFX return over 5 years is better than : 29.96 vs. AFEIX (19.99).
| AFEIX | RWMFX | AFEIX / RWMFX | |
| Total Expense Ratio | 0.59 | 0.31 | 190% |
| Annual Report Gross Expense Ratio | 0.59 | 0.31 | 190% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 11.988 | 7.925 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.06B | 218B | 1% |
| Annual Yield % from dividends | 0.61 | 1.42 | 43% |
| Returns for 1 year | -4.22 | 8.16 | -52% |
| Returns for 3 years | 21.87 | 33.06 | 66% |
| Returns for 5 years | 19.99 | 29.96 | 67% |
| Returns for 10 years | 156.87 | 82.47 | 190% |
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