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HWLIX vs RMFEX
HWLIX vs RMFEX Comparison
Open Charts HWLIX vs RMFEX
HWLIX vs RMFEX Comparison Chart in %
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HWLIX vs. RMFEX commentary
Aug 21, 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 HWLIX is a Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 118B vs. HWLIX (387M). HWLIX pays higher dividends than RMFEX: HWLIX (1.55) vs RMFEX (1.41). HWLIX was incepted earlier than RMFEX: HWLIX (39 years) vs RMFEX (24 years). HWLIX (0.98) is less costly to investors than RMFEX (0.62). HWLIX is a more actively managed with annual turnover of: 40.00 vs. RMFEX (30.00). RMFEX has a lower initial minimum investment than HWLIX: RMFEX (250) vs HWLIX (250000). HWLIX annual gain was more profitable for investors over the last year : 18.05 vs. RMFEX (9.92). RMFEX return over 5 years is better than : 39.44 vs. HWLIX (29.79).
| HWLIX | RMFEX | HWLIX / RMFEX | |
| Total Expense Ratio | 0.95 | 0.62 | 153% |
| Annual Report Gross Expense Ratio | 0.98 | 0.62 | 158% |
| Fund Existence | 39 years | 24 years | - |
| Gain YTD | 15.318 | 11.123 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 387M | 118B | 0% |
| Annual Yield % from dividends | 1.55 | 1.41 | 110% |
| Returns for 1 year | 18.05 | 9.92 | 182% |
| Returns for 3 years | 31.31 | 40.31 | 78% |
| Returns for 5 years | 29.79 | 39.44 | 76% |
| Returns for 10 years | 121.01 | 101.32 | 119% |
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