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GWMIX vs RLVSX
GWMIX vs RLVSX Comparison
Open Charts GWMIX vs RLVSX
AMG GW&K Municipal Bond I
Price$11.18
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets929.44M
Russell Inv Tax-Exempt Bond S
Price$21.49
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets5.91B
GWMIX vs RLVSX Comparison Chart in %
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GWMIX vs. RLVSX commentary
Jul 06, 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: 5.91B vs. GWMIX (929M). RLVSX pays higher dividends than GWMIX: RLVSX (3.64) vs GWMIX (2.81). 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 : 1.83 vs. GWMIX (1.63). RLVSX return over 5 years is better than : -0.17 vs. GWMIX (-1.70).
| 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 | 0.278 | 0.514 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 929M | 5.91B | 16% |
| Annual Yield % from dividends | 2.81 | 3.64 | 77% |
| Returns for 1 year | 1.63 | 1.83 | 89% |
| Returns for 3 years | 6.66 | 7.25 | 92% |
| Returns for 5 years | -1.70 | -0.17 | 1,021% |
| Returns for 10 years | 13.85 | 2.32 | 597% |
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