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AFVLX vs RWMHX
AFVLX vs RWMHX Comparison
Open Charts AFVLX vs RWMHX
AFVLX vs RWMHX Comparison Chart in %
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AFVLX vs. RWMHX commentary
Sep 13, 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 AFVLX is a Buy and RWMHX is a Buy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 218B vs. AFVLX (688M). RWMHX pays higher dividends than AFVLX: RWMHX (1.33) vs AFVLX (0.66). AFVLX was incepted earlier than RWMHX: AFVLX (10 years) vs RWMHX (11 years). AFVLX (1.44) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 32.00 vs. AFVLX (20.13). RWMHX has a lower initial minimum investment than AFVLX: RWMHX (250) vs AFVLX (1000). AFVLX annual gain was more profitable for investors over the last year : 15.36 vs. RWMHX (1.96). AFVLX return over 5 years is better than : 47.63 vs. RWMHX (26.83).
| AFVLX | RWMHX | AFVLX / RWMHX | |
| Total Expense Ratio | 1.00 | 0.41 | 244% |
| Annual Report Gross Expense Ratio | 1.44 | 0.41 | 351% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 16.745 | 4.436 | 378% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 688M | 218B | 0% |
| Annual Yield % from dividends | 0.66 | 1.33 | 50% |
| Returns for 1 year | 15.36 | 1.96 | 784% |
| Returns for 3 years | 43.95 | 29.79 | 148% |
| Returns for 5 years | 47.63 | 26.83 | 177% |
| Returns for 10 years | N/A | 81.23 | - |
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