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ISBAX vs RWMFX
ISBAX vs RWMFX Comparison
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ISBAX vs RWMFX Comparison Chart in %
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ISBAX 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 ISBAX is a Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 219B vs. ISBAX (75.7M). RWMFX pays higher dividends than ISBAX: RWMFX (1.42) vs ISBAX (0.10). ISBAX was incepted earlier than RWMFX: ISBAX (25 years) vs RWMFX (24 years). ISBAX (1.70) is less costly to investors than RWMFX (0.31). ISBAX is a more actively managed with annual turnover of: 51.00 vs. RWMFX (29.00). ISBAX has a lower initial minimum investment than RWMFX: ISBAX (0) vs RWMFX (250). RWMFX annual gain was more profitable for investors over the last year : 7.01 vs. ISBAX (6.27). RWMFX return over 5 years is better than : 28.79 vs. ISBAX (-24.40).
| ISBAX | RWMFX | ISBAX / RWMFX | |
| Total Expense Ratio | 1.21 | 0.31 | 390% |
| Annual Report Gross Expense Ratio | 1.70 | 0.31 | 548% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 9.536 | 5.018 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.7M | 219B | 0% |
| Annual Yield % from dividends | 0.10 | 1.42 | 7% |
| Returns for 1 year | 6.27 | 7.01 | 89% |
| Returns for 3 years | -2.89 | 28.01 | -10% |
| Returns for 5 years | -24.40 | 28.79 | -85% |
| Returns for 10 years | -20.53 | 80.69 | -25% |
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