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LMPEX vs RWIHX
LMPEX vs RWIHX Comparison
Open Charts LMPEX vs RWIHX
LMPEX vs RWIHX Comparison Chart in %
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LMPEX vs. RWIHX commentary
Jun 24, 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 Hold and RWIHX is a Hold.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 160B vs. LMPEX (638M). RWIHX pays higher dividends than LMPEX: RWIHX (1.49) vs LMPEX (0.64). LMPEX was incepted earlier than RWIHX: LMPEX (20 years) vs RWIHX (11 years). LMPEX (0.98) is less costly to investors than RWIHX (0.56). RWIHX is a more actively managed with annual turnover of: 44.00 vs. LMPEX (31.00). LMPEX has a lower initial minimum investment than RWIHX: LMPEX (0) vs RWIHX (250). RWIHX (22.09) and LMPEX (21.10) have marching annual gain over last year. LMPEX return over 5 years is better than : 55.07 vs. RWIHX (36.49).
| LMPEX | RWIHX | LMPEX / RWIHX | |
| Total Expense Ratio | 0.98 | 0.56 | 175% |
| Annual Report Gross Expense Ratio | 0.98 | 0.56 | 175% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | 9.704 | 15.739 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 160B | 0% |
| Annual Yield % from dividends | 0.64 | 1.49 | 43% |
| Returns for 1 year | 21.10 | 22.09 | 96% |
| Returns for 3 years | 74.13 | 54.21 | 137% |
| Returns for 5 years | 55.07 | 36.49 | 151% |
| Returns for 10 years | 165.74 | 111.51 | 149% |
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