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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
Jun 24, 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: 218B vs. IIVGX (2.78B). RWMFX pays higher dividends than IIVGX: RWMFX (1.40) vs IIVGX (0.59). 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 : 16.81 vs. RWMFX (8.15). RWMFX return over 5 years is better than : 27.55 vs. IIVGX (-24.25).
| 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 | 6.644 | 1.616 | 411% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.78B | 218B | 1% |
| Annual Yield % from dividends | 0.59 | 1.40 | 42% |
| Returns for 1 year | 16.81 | 8.15 | 206% |
| Returns for 3 years | 29.26 | 30.58 | 96% |
| Returns for 5 years | -24.25 | 27.55 | -88% |
| Returns for 10 years | -0.35 | 82.86 | -0% |
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