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GWMTX vs RLVSX
GWMTX vs RLVSX Comparison
Open Charts GWMTX vs RLVSX
AMG GW&K Municipal Bond N
Price$11.11
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
GWMTX vs RLVSX Comparison Chart in %
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GWMTX 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 GWMTX is a Hold and RLVSX is a Hold.
FUNDAMENTALS
Fundamentals
RLVSX has more cash in the bank: 5.91B vs. GWMTX (929M). RLVSX pays higher dividends than GWMTX: RLVSX (3.64) vs GWMTX (2.50). GWMTX was incepted earlier than RLVSX: GWMTX (16 years) vs RLVSX (40 years). GWMTX (0.78) is less costly to investors than RLVSX (0.57). RLVSX is a more actively managed with annual turnover of: 39.00 vs. GWMTX (36.00). RLVSX has a lower initial minimum investment than GWMTX: RLVSX (0) vs GWMTX (2000). RLVSX annual gain was more profitable for investors over the last year : 1.83 vs. GWMTX (1.22). RLVSX return over 5 years is better than : -0.17 vs. GWMTX (-2.98).
| GWMTX | RLVSX | GWMTX / RLVSX | |
| Total Expense Ratio | 0.71 | 0.51 | 139% |
| Annual Report Gross Expense Ratio | 0.78 | 0.57 | 137% |
| Fund Existence | 16 years | 40 years | - |
| Gain YTD | 0.119 | 0.514 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 929M | 5.91B | 16% |
| Annual Yield % from dividends | 2.50 | 3.64 | 69% |
| Returns for 1 year | 1.22 | 1.83 | 67% |
| Returns for 3 years | 5.73 | 7.25 | 79% |
| Returns for 5 years | -2.98 | -0.17 | 1,794% |
| Returns for 10 years | 10.45 | 2.32 | 450% |
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