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ISIVX vs RWMFX
ISIVX vs RWMFX Comparison
Open Charts ISIVX vs RWMFX
ISIVX vs RWMFX Comparison Chart in %
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ISIVX 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 ISIVX is a StrongBuy and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. ISIVX (2.98B). RWMFX pays higher dividends than ISIVX: RWMFX (1.42) vs ISIVX (0.93). ISIVX was incepted earlier than RWMFX: ISIVX (17 years) vs RWMFX (24 years). ISIVX (0.80) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 32.00 vs. ISIVX (7.00). ISIVX has a lower initial minimum investment than RWMFX: ISIVX (0) vs RWMFX (250). RWMFX annual gain was more profitable for investors over the last year : 7.53 vs. ISIVX (-30.24). RWMFX return over 5 years is better than : 29.34 vs. ISIVX (-32.19).
| ISIVX | RWMFX | ISIVX / RWMFX | |
| Total Expense Ratio | 0.80 | 0.31 | 258% |
| Annual Report Gross Expense Ratio | 0.80 | 0.31 | 258% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -35.189 | 6.626 | -531% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.98B | 218B | 1% |
| Annual Yield % from dividends | 0.93 | 1.42 | 65% |
| Returns for 1 year | -30.24 | 7.53 | -402% |
| Returns for 3 years | -16.16 | 34.20 | -47% |
| Returns for 5 years | -32.19 | 29.34 | -110% |
| Returns for 10 years | 7.17 | 80.88 | 9% |
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