ISFIX
Price
$20.32
Change
-$0.11 (-0.54%)
Updated
Jul 13 closing price
Net Assets
76.48M
RWMEX
Price
$66.59
Change
-$0.19 (-0.28%)
Updated
Jul 13 closing price
Net Assets
219.02B
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ISFIX vs RWMEX

ISFIX vs RWMEX Comparison Chart in %
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ISFIX vs. RWMEX commentary
Jul 14, 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 ISFIX is a StrongBuy and RWMEX is a Buy.

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FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 219B vs. ISFIX (76.5M). RWMEX pays higher dividends than ISFIX: RWMEX (1.18) vs ISFIX (0.46). ISFIX was incepted earlier than RWMEX: ISFIX (25 years) vs RWMEX (24 years). ISFIX (1.20) is less costly to investors than RWMEX (0.61). ISFIX is a more actively managed with annual turnover of: 51.00 vs. RWMEX (29.00). ISFIX has a lower initial minimum investment than RWMEX: ISFIX (0) vs RWMEX (250). ISFIX annual gain was more profitable for investors over the last year : 11.84 vs. RWMEX (5.37). RWMEX return over 5 years is better than : 26.22 vs. ISFIX (-13.41).
ISFIXRWMEXISFIX / RWMEX
Total Expense Ratio0.710.61116%
Annual Report Gross Expense Ratio1.200.61197%
Fund Existence25 years24 years-
Gain YTD10.4583.658286%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets76.5M219B0%
Annual Yield % from dividends0.461.1839%
Returns for 1 year11.845.37221%
Returns for 3 years8.3627.8130%
Returns for 5 years-13.4126.22-51%
Returns for 10 years-3.0374.49-4%
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