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GWMIX vs RLVSX
GWMIX vs RLVSX Comparison
Open Charts GWMIX vs RLVSX
AMG GW&K Municipal Bond I
Price$11.12
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets925.23M
Russell Inv Tax-Exempt Bond S
Price$21.44
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets5.86B
GWMIX vs RLVSX Comparison Chart
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GWMIX vs. RLVSX commentary
Jun 16, 2025
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 GWMIX is a Hold and RLVSX is a Hold.
FUNDAMENTALS
Fundamentals
RLVSX has more cash in the bank: 5.86B vs. GWMIX (925M). RLVSX pays higher dividends than GWMIX: RLVSX (3.65) vs GWMIX (2.80). GWMIX was incepted earlier than RLVSX: GWMIX (16 years) vs RLVSX (40 years). RLVSX (0.57) is less costly to investors than GWMIX (0.46). RLVSX is a more actively managed with annual turnover of: 39.00 vs. GWMIX (36.00). RLVSX has a lower initial minimum investment than GWMIX: RLVSX (0) vs GWMIX (100000). RLVSX annual gain was more profitable for investors over the last year : 1.28 vs. GWMIX (0.61). RLVSX return over 5 years is better than : -0.51 vs. GWMIX (-2.34).
| GWMIX | RLVSX | GWMIX / RLVSX | |
| Total Expense Ratio | 0.39 | 0.51 | 76% |
| Annual Report Gross Expense Ratio | 0.46 | 0.57 | 81% |
| Fund Existence | 16 years | 40 years | - |
| Gain YTD | -0.505 | -0.002 | 23,743% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 925M | 5.86B | 16% |
| Annual Yield % from dividends | 2.80 | 3.65 | 77% |
| Returns for 1 year | 0.61 | 1.28 | 47% |
| Returns for 3 years | 7.46 | 7.83 | 95% |
| Returns for 5 years | -2.34 | -0.51 | 460% |
| Returns for 10 years | 13.52 | 1.71 | 793% |
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