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GWMTX vs RLVSX
GWMTX vs RLVSX Comparison
Open Charts GWMTX vs RLVSX
AMG GW&K Municipal Bond N
Price$11.24
Change+$0.07 (+0.63%)
VolumeN/A
Net Assets990.1M
Russell Inv Tax-Exempt Bond S
Price$21.79
Change+$0.10 (+0.46%)
VolumeN/A
Net Assets5.88B
GWMTX vs RLVSX Comparison Chart
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GWMTX vs. RLVSX commentary
Apr 04, 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: 5.88B vs. GWMTX (990M). RLVSX pays higher dividends than GWMTX: RLVSX (3.55) vs GWMTX (2.39). GWMTX was incepted earlier than RLVSX: GWMTX (16 years) vs RLVSX (40 years). GWMTX (0.79) is less costly to investors than RLVSX (0.57). RLVSX is a more actively managed with annual turnover of: 39.00 vs. GWMTX (29.00). 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 : 2.75 vs. GWMTX (1.21). RLVSX return over 5 years is better than : 3.51 vs. GWMTX (1.24).
| GWMTX | RLVSX | GWMTX / RLVSX | |
| Total Expense Ratio | 0.72 | 0.51 | 141% |
| Annual Report Gross Expense Ratio | 0.79 | 0.57 | 139% |
| Fund Existence | 16 years | 40 years | - |
| Gain YTD | -0.011 | 0.526 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 990M | 5.88B | 17% |
| Annual Yield % from dividends | 2.39 | 3.55 | 67% |
| Returns for 1 year | 1.21 | 2.75 | 44% |
| Returns for 3 years | 2.90 | 3.83 | 76% |
| Returns for 5 years | 1.24 | 3.51 | 35% |
| Returns for 10 years | 8.87 | 0.75 | 1,187% |
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