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IWEDX vs RMFEX
IWEDX vs RMFEX Comparison
Open Charts IWEDX vs RMFEX
Voya Large Cap Value W
Price$13.69
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets809.11M
American Funds American Mutual R4
Price$59.66
Change+$0.26 (+0.44%)
VolumeN/A
Net Assets108.17B
IWEDX vs RMFEX Comparison Chart in %
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IWEDX vs. RMFEX commentary
Jul 18, 2025
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 IWEDX is a Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 108B vs. IWEDX (809M). RMFEX pays higher dividends than IWEDX: RMFEX (1.53) vs IWEDX (1.15). IWEDX was incepted earlier than RMFEX: IWEDX (16 years) vs RMFEX (23 years). IWEDX (0.91) is less costly to investors than RMFEX (0.62). IWEDX is a more actively managed with annual turnover of: 94.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than IWEDX: RMFEX (250) vs IWEDX (1000). RMFEX annual gain was more profitable for investors over the last year : 8.17 vs. IWEDX (-1.50). RMFEX return over 5 years is better than : 59.19 vs. IWEDX (32.12).
| IWEDX | RMFEX | IWEDX / RMFEX | |
| Total Expense Ratio | 0.85 | 0.62 | 137% |
| Annual Report Gross Expense Ratio | 0.91 | 0.62 | 147% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 5.699 | 9.454 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 809M | 108B | 1% |
| Annual Yield % from dividends | 1.15 | 1.53 | 75% |
| Returns for 1 year | -1.50 | 8.17 | -18% |
| Returns for 3 years | 16.14 | 31.60 | 51% |
| Returns for 5 years | 32.12 | 59.19 | 54% |
| Returns for 10 years | 21.54 | 82.54 | 26% |
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