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LBWIX vs RWMHX
LBWIX vs RWMHX Comparison
Open Charts LBWIX vs RWMHX
LBWIX vs RWMHX Comparison Chart in %
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LBWIX vs. RWMHX commentary
Aug 11, 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 LBWIX is a Hold and RWMHX is a Buy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 219B vs. LBWIX (120M). RWMHX (1.34) and LBWIX (1.32) have matching dividends . LBWIX was incepted earlier than RWMHX: LBWIX (16 years) vs RWMHX (11 years). LBWIX (0.90) is less costly to investors than RWMHX (0.41). LBWIX is a more actively managed with annual turnover of: 57.00 vs. RWMHX (32.00). RWMHX has a lower initial minimum investment than LBWIX: RWMHX (250) vs LBWIX (1000000). LBWIX annual gain was more profitable for investors over the last year : 17.19 vs. RWMHX (8.86). RWMHX return over 5 years is better than : 29.04 vs. LBWIX (19.59).
| LBWIX | RWMHX | LBWIX / RWMHX | |
| Total Expense Ratio | 0.81 | 0.41 | 198% |
| Annual Report Gross Expense Ratio | 0.90 | 0.41 | 220% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 18.804 | 7.300 | 258% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 219B | 0% |
| Annual Yield % from dividends | 1.32 | 1.34 | 99% |
| Returns for 1 year | 17.19 | 8.86 | 194% |
| Returns for 3 years | 41.91 | 32.40 | 129% |
| Returns for 5 years | 19.59 | 29.04 | 67% |
| Returns for 10 years | 53.44 | 81.02 | 66% |
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