IPLIX
Price
$31.14
Change
-$0.24 (-0.76%)
Updated
Aug 20 closing price
Net Assets
953.45M
RWMFX
Price
$68.96
Change
+$0.35 (+0.51%)
Updated
Aug 21 closing price
Net Assets
217.88B
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IPLIX vs RWMFX

IPLIX vs RWMFX Comparison Chart in %
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IPLIX vs. RWMFX commentary
Aug 23, 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 IPLIX is a StrongBuy and RWMFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. IPLIX (953M). RWMFX pays higher dividends than IPLIX: RWMFX (1.42) vs IPLIX (0.60). IPLIX was incepted earlier than RWMFX: IPLIX (30 years) vs RWMFX (24 years). IPLIX (0.68) is less costly to investors than RWMFX (0.31). IPLIX is a more actively managed with annual turnover of: 63.00 vs. RWMFX (32.00). IPLIX has a lower initial minimum investment than RWMFX: IPLIX (0) vs RWMFX (250). IPLIX annual gain was more profitable for investors over the last year : 9.37 vs. RWMFX (7.53). RWMFX return over 5 years is better than : 29.34 vs. IPLIX (-0.59).
IPLIXRWMFXIPLIX / RWMFX
Total Expense Ratio0.550.31177%
Annual Report Gross Expense Ratio0.680.31219%
Fund Existence30 years24 years-
Gain YTD1.7036.62626%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets953M218B0%
Annual Yield % from dividends0.601.4242%
Returns for 1 year9.377.53124%
Returns for 3 years36.5834.20107%
Returns for 5 years-0.5929.34-2%
Returns for 10 years48.9580.8861%
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