Interact to see
Advertisement
Advertisement
FQUAX vs RWMFX
FQUAX vs RWMFX Comparison
Open Charts FQUAX vs RWMFX
FQUAX vs RWMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FQUAX 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 FQUAX is a Hold and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 219B vs. FQUAX (42.9M). RWMFX pays higher dividends than FQUAX: RWMFX (1.42) vs FQUAX (0.60). FQUAX was incepted earlier than RWMFX: FQUAX (20 years) vs RWMFX (24 years). FQUAX (1.10) is less costly to investors than RWMFX (0.31). FQUAX is a more actively managed with annual turnover of: 115.00 vs. RWMFX (29.00). RWMFX has a lower initial minimum investment than FQUAX: RWMFX (250) vs FQUAX (2000). RWMFX annual gain was more profitable for investors over the last year : 7.01 vs. FQUAX (-4.89). FQUAX return over 5 years is better than : 31.85 vs. RWMFX (28.79).
| FQUAX | RWMFX | FQUAX / RWMFX | |
| Total Expense Ratio | 0.95 | 0.31 | 306% |
| Annual Report Gross Expense Ratio | 1.10 | 0.31 | 355% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 0.461 | 5.018 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.9M | 219B | 0% |
| Annual Yield % from dividends | 0.60 | 1.42 | 42% |
| Returns for 1 year | -4.89 | 7.01 | -70% |
| Returns for 3 years | 26.18 | 28.01 | 93% |
| Returns for 5 years | 31.85 | 28.79 | 111% |
| Returns for 10 years | 51.43 | 80.69 | 64% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BCEMX | 33.34 | 0.31 | +0.94% |
| Boston Common ESG Impact Em Mkts | |||
| FSENX | 85.94 | 0.70 | +0.82% |
| Fidelity Select Energy Portfolio | |||
| BIAUX | 32.33 | 0.06 | +0.19% |
| Brown Advisory Small-Cap Fdmtl Val Inv | |||
| GSIMX | 24.30 | N/A | N/A |
| Goldman Sachs GQG Ptnrs Intl Opps Instl | |||
| HSCCX | 3.10 | -0.01 | -0.32% |
| Carillon Eagle Small Cap Growth C | |||