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GWMTX vs RLVSX
GWMTX vs RLVSX Comparison
Open Charts GWMTX vs RLVSX
GWMTX vs RLVSX Comparison Chart in %
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GWMTX vs. RLVSX commentary
Jun 19, 2026
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: 6.7B vs. GWMTX (1B). RLVSX pays higher dividends than GWMTX: RLVSX (3.55) vs GWMTX (2.67). GWMTX was incepted earlier than RLVSX: GWMTX (17 years) vs RLVSX (41 years). GWMTX (0.80) is less costly to investors than RLVSX (0.57). GWMTX is a more actively managed with annual turnover of: 61.00 vs. RLVSX (45.00). RLVSX has a lower initial minimum investment than GWMTX: RLVSX (0) vs GWMTX (2000). GWMTX annual gain was more profitable for investors over the last year : 7.00 vs. RLVSX (6.00). RLVSX return over 5 years is better than : 2.16 vs. GWMTX (0.86).
| GWMTX | RLVSX | GWMTX / RLVSX | |
| Total Expense Ratio | 0.73 | 0.51 | 143% |
| Annual Report Gross Expense Ratio | 0.80 | 0.57 | 140% |
| Fund Existence | 17 years | 41 years | - |
| Gain YTD | 1.230 | 1.763 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1B | 6.7B | 15% |
| Annual Yield % from dividends | 2.67 | 3.55 | 75% |
| Returns for 1 year | 7.00 | 6.00 | 117% |
| Returns for 3 years | 10.21 | 11.89 | 86% |
| Returns for 5 years | 0.86 | 2.16 | 40% |
| Returns for 10 years | 11.55 | 4.45 | 260% |
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