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RNWAX vs SFVLX
RNWAX vs SFVLX Comparison
Open Charts RNWAX vs SFVLX
RNWAX vs SFVLX Comparison Chart in %
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RNWAX vs. SFVLX 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 RNWAX is a StrongBuy and SFVLX is a Hold.
FUNDAMENTALS
Fundamentals
RNWAX has more cash in the bank: 88.6B vs. SFVLX (157M). SFVLX pays higher dividends than RNWAX: SFVLX (3.19) vs RNWAX (0.50). RNWAX was incepted earlier than SFVLX: RNWAX (24 years) vs SFVLX (10 years). RNWAX (1.66) is less costly to investors than SFVLX (1.19). RNWAX is a more actively managed with annual turnover of: 46.00 vs. SFVLX (11.00). RNWAX has a lower initial minimum investment than SFVLX: RNWAX (250) vs SFVLX (2500). RNWAX annual gain was more profitable for investors over the last year : 21.05 vs. SFVLX (17.80). SFVLX return over 5 years is better than : 61.56 vs. RNWAX (17.88).
| RNWAX | SFVLX | RNWAX / SFVLX | |
| Total Expense Ratio | 1.66 | 1.15 | 144% |
| Annual Report Gross Expense Ratio | 1.66 | 1.19 | 139% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 16.336 | 10.355 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.6B | 157M | 56,433% |
| Annual Yield % from dividends | 0.50 | 3.19 | 16% |
| Returns for 1 year | 21.05 | 17.80 | 118% |
| Returns for 3 years | 51.16 | 51.23 | 100% |
| Returns for 5 years | 17.88 | 61.56 | 29% |
| Returns for 10 years | 99.11 | 135.34 | 73% |
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