IWR
Price
$108.72
Change
+$1.00 (+0.93%)
Updated
Jun 12 closing price
Net Assets
55.81B
Intraday BUY SELL Signals
USMF
Price
$53.80
Change
+$0.44 (+0.82%)
Updated
Jun 12 closing price
Net Assets
352.76M
Intraday BUY SELL Signals
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IWR vs USMF

Header iconIWR vs USMF Comparison
Open Charts IWR vs USMFBanner chart's image
IWR vs USMF Comparison Chart in %
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IWR vs. USMF commentary
Jun 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 IWR is a Buy and USMF is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IWR has more net assets: 55.8B vs. USMF (353M). IWR has a higher annual dividend yield than USMF: IWR (13.235) vs USMF (5.335). IWR was incepted earlier than USMF: IWR (25 years) vs USMF (9 years). IWR (0.18) has a lower expense ratio than USMF (0.28). USMF has a higher turnover IWR (11.00) vs IWR (11.00).
IWRUSMFIWR / USMF
Gain YTD13.2355.335248%
Net Assets55.8B353M15,807%
Total Expense Ratio0.180.2864%
Turnover11.00109.0010%
Yield1.161.3387%
Fund Existence25 years9 years-
TECHNICAL ANALYSIS
Technical Analysis
IWRUSMF
RSI
ODDS (%)
Bearish Trend 3 days ago
83%
Bearish Trend 3 days ago
69%
Stochastic
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
90%
Momentum
ODDS (%)
Bullish Trend 3 days ago
80%
Bullish Trend 3 days ago
77%
MACD
ODDS (%)
Bearish Trend 3 days ago
88%
Bearish Trend 3 days ago
73%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
82%
Bullish Trend 3 days ago
79%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
80%
Bullish Trend 3 days ago
75%
Advances
ODDS (%)
Bullish Trend 3 days ago
82%
Bullish Trend 3 days ago
81%
Declines
ODDS (%)
Bearish Trend 27 days ago
78%
Bearish Trend 5 days ago
72%
BollingerBands
ODDS (%)
Bearish Trend 7 days ago
78%
Bearish Trend 3 days ago
76%
Aroon
ODDS (%)
Bullish Trend 3 days ago
78%
Bullish Trend 3 days ago
69%
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IWR
Daily Signal:
Gain/Loss:
USMF
Daily Signal:
Gain/Loss:
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USMF and

Correlation & Price change

A.I.dvisor indicates that over the last year, USMF has been closely correlated with SF. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if USMF jumps, then SF could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To USMF
1D Price
Change %
USMF100%
+0.82%
SF - USMF
76%
Closely correlated
+1.76%
CDW - USMF
76%
Closely correlated
+2.37%
PRU - USMF
76%
Closely correlated
+1.87%
CPAY - USMF
75%
Closely correlated
+1.50%
WEX - USMF
74%
Closely correlated
-0.63%
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