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LMPEX vs RWIFX
LMPEX vs RWIFX Comparison
Open Charts LMPEX vs RWIFX
LMPEX vs RWIFX Comparison Chart in %
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LMPEX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 158B vs. LMPEX (648M). RWIFX pays higher dividends than LMPEX: RWIFX (1.58) vs LMPEX (0.64). LMPEX was incepted earlier than RWIFX: LMPEX (20 years) vs RWIFX (24 years). LMPEX (0.98) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 44.00 vs. LMPEX (31.00). LMPEX has a lower initial minimum investment than RWIFX: LMPEX (0) vs RWIFX (250). LMPEX annual gain was more profitable for investors over the last year : 17.47 vs. RWIFX (14.51). LMPEX return over 5 years is better than : 53.25 vs. RWIFX (32.89).
| LMPEX | RWIFX | LMPEX / RWIFX | |
| Total Expense Ratio | 0.98 | 0.46 | 213% |
| Annual Report Gross Expense Ratio | 0.98 | 0.46 | 213% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 10.738 | 13.411 | 80% |
| 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 | 1.58 | 41% |
| Returns for 1 year | 17.47 | 14.51 | 120% |
| Returns for 3 years | 68.88 | 45.55 | 151% |
| Returns for 5 years | 53.25 | 32.89 | 162% |
| Returns for 10 years | 153.65 | 95.65 | 161% |
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