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EVSAX vs RWMFX
EVSAX vs RWMFX Comparison
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EVSAX vs RWMFX Comparison Chart in %
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EVSAX vs. RWMFX commentary
Aug 03, 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 EVSAX is a Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 219B vs. EVSAX (2.1B). RWMFX pays higher dividends than EVSAX: RWMFX (1.42) vs EVSAX (0.33). EVSAX was incepted earlier than RWMFX: EVSAX (36 years) vs RWMFX (24 years). EVSAX (0.83) is less costly to investors than RWMFX (0.31). EVSAX is a more actively managed with annual turnover of: 31.00 vs. RWMFX (29.00). RWMFX has a lower initial minimum investment than EVSAX: RWMFX (250) vs EVSAX (1000). EVSAX annual gain was more profitable for investors over the last year : 14.70 vs. RWMFX (7.01). EVSAX (29.11) and RWMFX (28.79) have equivalent 5 years return.
| EVSAX | RWMFX | EVSAX / RWMFX | |
| Total Expense Ratio | 0.83 | 0.31 | 268% |
| Annual Report Gross Expense Ratio | 0.83 | 0.31 | 268% |
| Fund Existence | 36 years | 24 years | - |
| Gain YTD | 10.563 | 5.018 | 211% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 219B | 1% |
| Annual Yield % from dividends | 0.33 | 1.42 | 23% |
| Returns for 1 year | 14.70 | 7.01 | 210% |
| Returns for 3 years | 45.93 | 28.01 | 164% |
| Returns for 5 years | 29.11 | 28.79 | 101% |
| Returns for 10 years | 111.49 | 80.69 | 138% |
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