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IPLSX vs RWMFX
IPLSX vs RWMFX Comparison
Open Charts IPLSX vs RWMFX
IPLSX vs RWMFX Comparison Chart in %
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IPLSX vs. RWMFX commentary
Aug 03, 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 Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 219B vs. IPLSX (941M). 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 (29.00). IPLSX has a lower initial minimum investment than RWMFX: IPLSX (0) vs RWMFX (250). IPLSX (7.31) and RWMFX (7.01) have marching annual gain over last year. RWMFX return over 5 years is better than : 28.79 vs. IPLSX (-3.67).
| IPLSX | RWMFX | IPLSX / RWMFX | |
| Total Expense Ratio | 0.80 | 0.31 | 258% |
| Annual Report Gross Expense Ratio | 0.93 | 0.31 | 300% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | -0.622 | 5.018 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 941M | 219B | 0% |
| Annual Yield % from dividends | 0.45 | 1.42 | 32% |
| Returns for 1 year | 7.31 | 7.01 | 104% |
| Returns for 3 years | 26.67 | 28.01 | 95% |
| Returns for 5 years | -3.67 | 28.79 | -13% |
| Returns for 10 years | 43.10 | 80.69 | 53% |
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