Interact to see
Advertisement
Advertisement
FCUPX vs RWMFX
FCUPX vs RWMFX Comparison
Open Charts FCUPX vs RWMFX
FCUPX vs RWMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. FCUPX (389M). RWMFX pays higher dividends than FCUPX: RWMFX (1.40) vs FCUPX (0.50). FCUPX was incepted earlier than RWMFX: FCUPX (3 years) vs RWMFX (24 years). FCUPX (0.61) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. FCUPX (15.00). RWMFX has a lower initial minimum investment than FCUPX: RWMFX (250) vs FCUPX (5000000). FCUPX annual gain was more profitable for investors over the last year : 9.32 vs. RWMFX (7.03).
| FCUPX | RWMFX | FCUPX / RWMFX | |
| Total Expense Ratio | 0.61 | 0.31 | 197% |
| Annual Report Gross Expense Ratio | 0.61 | 0.31 | 197% |
| Fund Existence | 3 years | 24 years | - |
| Gain YTD | 0.837 | 1.322 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 218B | 0% |
| Annual Yield % from dividends | 0.50 | 1.40 | 36% |
| Returns for 1 year | 9.32 | 7.03 | 133% |
| Returns for 3 years | N/A | 30.20 | - |
| Returns for 5 years | N/A | 26.38 | - |
| Returns for 10 years | N/A | 82.33 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement