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GWMIX vs RLVSX
GWMIX vs RLVSX Comparison
Open Charts GWMIX vs RLVSX
AMG GW&K Municipal Bond I
Price$11.11
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets933.19M
Russell Inv Tax-Exempt Bond S
Price$21.45
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets5.78B
GWMIX vs RLVSX Comparison Chart
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GWMIX vs. RLVSX commentary
May 13, 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: 5.78B vs. GWMIX (933M). RLVSX pays higher dividends than GWMIX: RLVSX (3.61) vs GWMIX (2.76). 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 : 1.51 vs. GWMIX (0.49). RLVSX return over 5 years is better than : 1.52 vs. GWMIX (-0.10).
| 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 | -0.576 | -0.187 | 307% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 933M | 5.78B | 16% |
| Annual Yield % from dividends | 2.76 | 3.61 | 77% |
| Returns for 1 year | 0.49 | 1.51 | 32% |
| Returns for 3 years | 7.78 | 7.48 | 104% |
| Returns for 5 years | -0.10 | 1.52 | -6% |
| Returns for 10 years | 13.22 | 1.21 | 1,095% |
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