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IIVGX vs RWMFX
IIVGX vs RWMFX Comparison
Open Charts IIVGX vs RWMFX
IIVGX vs RWMFX Comparison Chart in %
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IIVGX vs. RWMFX commentary
Jul 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 IIVGX is a Hold and RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 219B vs. IIVGX (2.73B). RWMFX pays higher dividends than IIVGX: RWMFX (1.44) vs IIVGX (0.60). IIVGX was incepted earlier than RWMFX: IIVGX (47 years) vs RWMFX (24 years). IIVGX (0.80) is less costly to investors than RWMFX (0.31). IIVGX is a more actively managed with annual turnover of: 90.00 vs. RWMFX (29.00). IIVGX has a lower initial minimum investment than RWMFX: IIVGX (0) vs RWMFX (250). IIVGX annual gain was more profitable for investors over the last year : 10.34 vs. RWMFX (5.64). RWMFX return over 5 years is better than : 29.26 vs. IIVGX (-25.42).
| IIVGX | RWMFX | IIVGX / RWMFX | |
| Total Expense Ratio | 0.67 | 0.31 | 216% |
| Annual Report Gross Expense Ratio | 0.80 | 0.31 | 258% |
| Fund Existence | 47 years | 24 years | - |
| Gain YTD | 5.155 | 3.951 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.73B | 219B | 1% |
| Annual Yield % from dividends | 0.60 | 1.44 | 41% |
| Returns for 1 year | 10.34 | 5.64 | 183% |
| Returns for 3 years | 21.96 | 28.11 | 78% |
| Returns for 5 years | -25.42 | 29.26 | -87% |
| Returns for 10 years | -7.06 | 77.76 | -9% |
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