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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
Aug 23, 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 StrongBuy and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 156B vs. LMPEX (683M). RWIFX pays higher dividends than LMPEX: RWIFX (1.60) vs LMPEX (0.63). 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 : 18.76 vs. RWIFX (17.58). LMPEX return over 5 years is better than : 60.22 vs. RWIFX (38.85).
| 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 | 15.234 | 17.247 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 683M | 156B | 0% |
| Annual Yield % from dividends | 0.63 | 1.60 | 40% |
| Returns for 1 year | 18.76 | 17.58 | 107% |
| Returns for 3 years | 78.96 | 56.26 | 140% |
| Returns for 5 years | 60.22 | 38.85 | 155% |
| Returns for 10 years | 154.83 | 97.64 | 159% |
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