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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
Jun 24, 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 Hold and RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. AFEIX (3.04B). RWMFX pays higher dividends than AFEIX: RWMFX (1.40) 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 (29.00). 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 : 8.15 vs. AFEIX (-1.00). RWMFX return over 5 years is better than : 27.55 vs. AFEIX (21.93).
| 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 | 7.352 | 1.616 | 455% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.04B | 218B | 1% |
| Annual Yield % from dividends | 0.61 | 1.40 | 44% |
| Returns for 1 year | -1.00 | 8.15 | -12% |
| Returns for 3 years | 21.03 | 30.58 | 69% |
| Returns for 5 years | 21.93 | 27.55 | 80% |
| Returns for 10 years | 167.99 | 82.86 | 203% |
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