IPLSX
Price
$30.59
Change
-$0.24 (-0.78%)
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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IPLSX vs RWMFX

IPLSX vs RWMFX Comparison Chart in %
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IPLSX 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 IPLSX is a StrongBuy and RWMFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. IPLSX (953M). RWMFX pays higher dividends than IPLSX: RWMFX (1.42) vs IPLSX (0.45). IPLSX was incepted earlier than RWMFX: IPLSX (25 years) vs RWMFX (24 years). IPLSX (0.93) is less costly to investors than RWMFX (0.31). IPLSX is a more actively managed with annual turnover of: 63.00 vs. RWMFX (32.00). IPLSX has a lower initial minimum investment than RWMFX: IPLSX (0) vs RWMFX (250). IPLSX annual gain was more profitable for investors over the last year : 8.91 vs. RWMFX (7.53). RWMFX return over 5 years is better than : 29.34 vs. IPLSX (-2.56).
IPLSXRWMFXIPLSX / RWMFX
Total Expense Ratio0.800.31258%
Annual Report Gross Expense Ratio0.930.31300%
Fund Existence25 years24 years-
Gain YTD1.3666.62621%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets953M218B0%
Annual Yield % from dividends0.451.4232%
Returns for 1 year8.917.53118%
Returns for 3 years35.0434.20102%
Returns for 5 years-2.5629.34-9%
Returns for 10 years43.8480.8854%
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