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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
Sep 17, 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: 7.16B vs. GWMTX (951M). RLVSX pays higher dividends than GWMTX: RLVSX (3.57) vs GWMTX (2.78). 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). RLVSX annual gain was more profitable for investors over the last year : -0.23 vs. GWMTX (-0.75). RLVSX return over 5 years is better than : -0.62 vs. GWMTX (-3.17).
| 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 | -2.644 | -1.291 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 951M | 7.16B | 13% |
| Annual Yield % from dividends | 2.78 | 3.57 | 78% |
| Returns for 1 year | -0.75 | -0.23 | 330% |
| Returns for 3 years | 7.50 | 9.09 | 82% |
| Returns for 5 years | -3.17 | -0.62 | 515% |
| Returns for 10 years | 7.54 | 1.83 | 412% |
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