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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+$0.02 (+0.18%)
VolumeN/A
Net Assets920.63M
Russell Inv Tax-Exempt Bond S
Price$21.47
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets5.91B
GWMIX vs RLVSX Comparison Chart in %
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GWMIX vs. RLVSX commentary
Aug 01, 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 (921M). 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 : 1.00 vs. GWMIX (0.14). RLVSX return over 5 years is better than : -1.81 vs. GWMIX (-3.46).
| 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 | -0.275 | 0.420 | -65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 921M | 5.91B | 16% |
| Annual Yield % from dividends | 2.81 | 3.64 | 77% |
| Returns for 1 year | 0.14 | 1.00 | 14% |
| Returns for 3 years | 3.20 | 5.31 | 60% |
| Returns for 5 years | -3.46 | -1.81 | 191% |
| Returns for 10 years | 12.57 | 1.74 | 725% |
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