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EGOIX vs RWMFX
EGOIX vs RWMFX Comparison
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EGOIX vs RWMFX Comparison Chart in %
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EGOIX vs. RWMFX commentary
Aug 05, 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 Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 219B vs. EGOIX (1.29B). RWMFX pays higher dividends than EGOIX: RWMFX (1.42) vs EGOIX (0.31). EGOIX was incepted earlier than RWMFX: EGOIX (19 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 (32.00). 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 : 15.49 vs. RWMFX (8.75). RWMFX return over 5 years is better than : 30.94 vs. EGOIX (21.74).
| EGOIX | RWMFX | EGOIX / RWMFX | |
| Total Expense Ratio | 0.67 | 0.31 | 216% |
| Annual Report Gross Expense Ratio | 0.88 | 0.31 | 284% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 16.761 | 7.059 | 237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 219B | 1% |
| Annual Yield % from dividends | 0.31 | 1.42 | 22% |
| Returns for 1 year | 15.49 | 8.75 | 177% |
| Returns for 3 years | 42.18 | 32.78 | 129% |
| Returns for 5 years | 21.74 | 30.94 | 70% |
| Returns for 10 years | 59.15 | 81.97 | 72% |
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