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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
Sep 12, 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 Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. HAVLX (893M). RWMFX pays higher dividends than HAVLX: RWMFX (1.41) vs HAVLX (1.15). HAVLX was incepted earlier than RWMFX: HAVLX (39 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: 32.00 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 : 2.09 vs. HAVLX (-12.51). RWMFX return over 5 years is better than : 27.39 vs. HAVLX (-7.32).
| HAVLX | RWMFX | HAVLX / RWMFX | |
| Total Expense Ratio | 0.69 | 0.31 | 223% |
| Annual Report Gross Expense Ratio | 0.72 | 0.31 | 232% |
| Fund Existence | 39 years | 24 years | - |
| Gain YTD | 4.646 | 4.508 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 893M | 218B | 0% |
| Annual Yield % from dividends | 1.15 | 1.41 | 81% |
| Returns for 1 year | -12.51 | 2.09 | -600% |
| Returns for 3 years | 4.65 | 30.24 | 15% |
| Returns for 5 years | -7.32 | 27.39 | -27% |
| Returns for 10 years | 77.06 | 82.36 | 94% |
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