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IWEDX vs RMFEX
IWEDX vs RMFEX Comparison
Open Charts IWEDX vs RMFEX
Voya Large Cap Value W
Price$13.49
Change+$0.13 (+0.97%)
VolumeN/A
Net Assets796.82M
American Funds American Mutual R4
Price$58.02
Change+$0.32 (+0.55%)
VolumeN/A
Net Assets105.22B
IWEDX vs RMFEX Comparison Chart
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IWEDX vs. RMFEX commentary
Jun 07, 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 StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. IWEDX (797M). RMFEX pays higher dividends than IWEDX: RMFEX (1.58) vs IWEDX (1.18). 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 : 9.37 vs. IWEDX (-1.07). RMFEX return over 5 years is better than : 54.01 vs. IWEDX (23.31).
| 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 | 3.158 | 6.053 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 797M | 105B | 1% |
| Annual Yield % from dividends | 1.18 | 1.58 | 75% |
| Returns for 1 year | -1.07 | 9.37 | -11% |
| Returns for 3 years | 2.97 | 18.90 | 16% |
| Returns for 5 years | 23.31 | 54.01 | 43% |
| Returns for 10 years | 18.61 | 77.06 | 24% |
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