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HAVLX vs RWMFX
HAVLX vs RWMFX Comparison
Open Charts HAVLX vs RWMFX
HAVLX vs RWMFX Comparison Chart in %
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HAVLX vs. RWMFX commentary
Jun 04, 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 HAVLX is a Hold and RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 214B vs. HAVLX (982M). RWMFX pays higher dividends than HAVLX: RWMFX (1.40) vs HAVLX (1.21). HAVLX was incepted earlier than RWMFX: HAVLX (38 years) vs RWMFX (24 years). HAVLX (0.72) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. HAVLX (10.00). RWMFX has a lower initial minimum investment than HAVLX: RWMFX (250) vs HAVLX (50000). RWMFX annual gain was more profitable for investors over the last year : 7.92 vs. HAVLX (-8.91). RWMFX return over 5 years is better than : 26.49 vs. HAVLX (-6.86).
| HAVLX | RWMFX | HAVLX / RWMFX | |
| Total Expense Ratio | 0.69 | 0.31 | 223% |
| Annual Report Gross Expense Ratio | 0.72 | 0.31 | 232% |
| Fund Existence | 38 years | 24 years | - |
| Gain YTD | 0.561 | 5.991 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 982M | 214B | 0% |
| Annual Yield % from dividends | 1.21 | 1.40 | 86% |
| Returns for 1 year | -8.91 | 7.92 | -113% |
| Returns for 3 years | 4.66 | 33.64 | 14% |
| Returns for 5 years | -6.86 | 26.49 | -26% |
| Returns for 10 years | 74.28 | 86.15 | 86% |
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