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BWLIX vs RMFEX
BWLIX vs RMFEX Comparison
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BWLIX vs RMFEX Comparison Chart in %
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BWLIX vs. RMFEX commentary
Sep 12, 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 BWLIX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 117B vs. BWLIX (280M). RMFEX pays higher dividends than BWLIX: RMFEX (1.41) vs BWLIX (0.61). BWLIX was incepted earlier than RMFEX: BWLIX (15 years) vs RMFEX (24 years). BWLIX (1.04) is less costly to investors than RMFEX (0.62). BWLIX is a more actively managed with annual turnover of: 34.00 vs. RMFEX (30.00). RMFEX has a lower initial minimum investment than BWLIX: RMFEX (250) vs BWLIX (2500). BWLIX annual gain was more profitable for investors over the last year : 21.04 vs. RMFEX (5.11). RMFEX return over 5 years is better than : 37.76 vs. BWLIX (24.51).
| BWLIX | RMFEX | BWLIX / RMFEX | |
| Total Expense Ratio | 1.04 | 0.62 | 168% |
| Annual Report Gross Expense Ratio | 1.04 | 0.62 | 168% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 24.098 | 8.776 | 275% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 280M | 117B | 0% |
| Annual Yield % from dividends | 0.61 | 1.41 | 43% |
| Returns for 1 year | 21.04 | 5.11 | 412% |
| Returns for 3 years | 32.75 | 36.71 | 89% |
| Returns for 5 years | 24.51 | 37.76 | 65% |
| Returns for 10 years | 45.30 | 102.44 | 44% |
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