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EGOIX vs RWMFX
EGOIX vs RWMFX Comparison
Open Charts EGOIX vs RWMFX
EGOIX vs RWMFX Comparison Chart in %
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EGOIX vs. RWMFX commentary
Jun 04, 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 EGOIX is a Buy and RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 214B vs. EGOIX (934M). RWMFX pays higher dividends than EGOIX: RWMFX (1.40) vs EGOIX (0.32). EGOIX was incepted earlier than RWMFX: EGOIX (18 years) vs RWMFX (24 years). EGOIX (0.88) is less costly to investors than RWMFX (0.31). EGOIX is a more actively managed with annual turnover of: 41.00 vs. RWMFX (29.00). RWMFX has a lower initial minimum investment than EGOIX: RWMFX (250) vs EGOIX (1000000). EGOIX annual gain was more profitable for investors over the last year : 22.17 vs. RWMFX (8.10). RWMFX return over 5 years is better than : 26.71 vs. EGOIX (23.51).
| EGOIX | RWMFX | EGOIX / RWMFX | |
| Total Expense Ratio | 0.67 | 0.31 | 216% |
| Annual Report Gross Expense Ratio | 0.88 | 0.31 | 284% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 13.625 | 5.575 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 934M | 214B | 0% |
| Annual Yield % from dividends | 0.32 | 1.40 | 23% |
| Returns for 1 year | 22.17 | 8.10 | 274% |
| Returns for 3 years | 48.80 | 33.11 | 147% |
| Returns for 5 years | 23.51 | 26.71 | 88% |
| Returns for 10 years | 60.42 | 85.42 | 71% |
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