Interact to see
Advertisement
Advertisement
LMPEX vs RWIAX
LMPEX vs RWIAX Comparison
Open Charts LMPEX vs RWIAX
LMPEX vs RWIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMPEX vs. RWIAX commentary
Jul 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 LMPEX is a Buy and RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 158B vs. LMPEX (648M). RWIAX pays higher dividends than LMPEX: RWIAX (0.70) vs LMPEX (0.64). LMPEX was incepted earlier than RWIAX: LMPEX (20 years) vs RWIAX (24 years). RWIAX (1.51) is less costly to investors than LMPEX (0.98). RWIAX is a more actively managed with annual turnover of: 44.00 vs. LMPEX (31.00). LMPEX has a lower initial minimum investment than RWIAX: LMPEX (0) vs RWIAX (250). LMPEX annual gain was more profitable for investors over the last year : 17.47 vs. RWIAX (13.19). LMPEX return over 5 years is better than : 53.25 vs. RWIAX (27.16).
| LMPEX | RWIAX | LMPEX / RWIAX | |
| Total Expense Ratio | 0.98 | 1.51 | 65% |
| Annual Report Gross Expense Ratio | 0.98 | 1.51 | 65% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 10.738 | 12.773 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 648M | 158B | 0% |
| Annual Yield % from dividends | 0.64 | 0.70 | 92% |
| Returns for 1 year | 17.47 | 13.19 | 132% |
| Returns for 3 years | 68.88 | 40.81 | 169% |
| Returns for 5 years | 53.25 | 27.16 | 196% |
| Returns for 10 years | 153.65 | 85.99 | 179% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers