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GWMTX vs RLVSX
GWMTX vs RLVSX Comparison
Open Charts GWMTX vs RLVSX
AMG GW&K Municipal Bond N
Price$11.07
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets933.19M
Russell Inv Tax-Exempt Bond S
Price$21.47
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets5.78B
GWMTX vs RLVSX Comparison Chart
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GWMTX vs. RLVSX commentary
May 11, 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: 5.78B vs. GWMTX (933M). RLVSX pays higher dividends than GWMTX: RLVSX (3.61) vs GWMTX (2.45). 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 (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 : 1.46 vs. GWMTX (0.17). RLVSX return over 5 years is better than : 1.79 vs. GWMTX (-1.06).
| 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 | -0.684 | -0.187 | 365% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 933M | 5.78B | 16% |
| Annual Yield % from dividends | 2.45 | 3.61 | 68% |
| Returns for 1 year | 0.17 | 1.46 | 11% |
| Returns for 3 years | 6.52 | 7.04 | 93% |
| Returns for 5 years | -1.06 | 1.79 | -60% |
| Returns for 10 years | 9.61 | 1.12 | 858% |
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