IWR
Price
$110.95
Change
-$0.88 (-0.79%)
Updated
Sep 8 closing price
Net Assets
56.98B
Intraday BUY SELL Signals
USMF
Price
$52.67
Change
-$0.39 (-0.74%)
Updated
Sep 8 closing price
Net Assets
279.93M
Intraday BUY SELL Signals
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IWR vs USMF

IWR vs USMF Comparison Chart in %
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VS
IWR vs. USMF commentary
Sep 09, 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 Hold and USMF is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IWR has more net assets: 57B vs. USMF (280M). IWR has a higher annual dividend yield than USMF: IWR (15.866) vs USMF (3.473). 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 YTD15.8663.473457%
Net Assets57B280M20,357%
Total Expense Ratio0.180.2864%
Turnover11.00113.0010%
Yield1.131.3386%
Fund Existence25 years9 years-
TECHNICAL ANALYSIS
Technical Analysis
IWRUSMF
RSI
ODDS (%)
Bearish Trend 6 days ago
77%
N/A
Stochastic
ODDS (%)
Bullish Trend 6 days ago
90%
Bullish Trend 6 days ago
90%
Momentum
ODDS (%)
Bearish Trend 6 days ago
78%
Bearish Trend 6 days ago
69%
MACD
ODDS (%)
Bearish Trend 6 days ago
80%
Bearish Trend 6 days ago
64%
TrendWeek
ODDS (%)
Bearish Trend 6 days ago
78%
Bullish Trend 6 days ago
80%
TrendMonth
ODDS (%)
Bearish Trend 6 days ago
80%
Bearish Trend 6 days ago
74%
Advances
ODDS (%)
Bullish Trend 7 days ago
83%
Bullish Trend 6 days ago
81%
Declines
ODDS (%)
Bearish Trend 9 days ago
76%
Bearish Trend 9 days ago
72%
BollingerBands
ODDS (%)
Bullish Trend 6 days ago
90%
Bearish Trend 7 days ago
82%
Aroon
ODDS (%)
Bullish Trend 6 days ago
83%
Bearish Trend 8 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%
-0.73%
SF - USMF
76%
Closely correlated
-0.90%
CDW - USMF
76%
Closely correlated
-5.18%
PRU - USMF
76%
Closely correlated
-2.16%
CPAY - USMF
75%
Closely correlated
-2.24%
WEX - USMF
74%
Closely correlated
-3.39%
More