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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
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 ISIVX is a Buy and RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 214B vs. ISIVX (3.03B). RWMFX pays higher dividends than ISIVX: RWMFX (1.40) vs ISIVX (0.86). 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: 29.00 vs. ISIVX (7.00). ISIVX has a lower initial minimum investment than RWMFX: ISIVX (0) vs RWMFX (250). ISIVX annual gain was more profitable for investors over the last year : 14.37 vs. RWMFX (8.10). RWMFX return over 5 years is better than : 26.71 vs. ISIVX (11.58).
| 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 | 11.173 | 5.575 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.03B | 214B | 1% |
| Annual Yield % from dividends | 0.86 | 1.40 | 61% |
| Returns for 1 year | 14.37 | 8.10 | 178% |
| Returns for 3 years | 33.40 | 33.11 | 101% |
| Returns for 5 years | 11.58 | 26.71 | 43% |
| Returns for 10 years | 81.10 | 85.42 | 95% |
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