Interact to see
Advertisement
Advertisement
IRLIX vs RWMFX
IRLIX vs RWMFX Comparison
Open Charts IRLIX vs RWMFX
IRLIX vs RWMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IRLIX vs. RWMFX commentary
Jun 04, 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 IRLIX is a Hold and RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 214B vs. IRLIX (1.09B). RWMFX pays higher dividends than IRLIX: RWMFX (1.40) vs IRLIX (0.29). IRLIX was incepted earlier than RWMFX: IRLIX (18 years) vs RWMFX (24 years). IRLIX (1.12) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. IRLIX (11.00). IRLIX has a lower initial minimum investment than RWMFX: IRLIX (0) vs RWMFX (250). IRLIX annual gain was more profitable for investors over the last year : 23.32 vs. RWMFX (7.92). IRLIX return over 5 years is better than : 71.76 vs. RWMFX (26.49).
| IRLIX | RWMFX | IRLIX / RWMFX | |
| Total Expense Ratio | 0.86 | 0.31 | 277% |
| Annual Report Gross Expense Ratio | 1.12 | 0.31 | 361% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 6.086 | 5.991 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 214B | 1% |
| Annual Yield % from dividends | 0.29 | 1.40 | 21% |
| Returns for 1 year | 23.32 | 7.92 | 295% |
| Returns for 3 years | 72.85 | 33.64 | 217% |
| Returns for 5 years | 71.76 | 26.49 | 271% |
| Returns for 10 years | 238.61 | 86.15 | 277% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers