Interact to see
Advertisement
Advertisement
RNWAX vs SFVLX
RNWAX vs SFVLX Comparison
Open Charts RNWAX vs SFVLX
RNWAX vs SFVLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RNWAX vs. SFVLX commentary
Jun 04, 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 Hold and SFVLX is a Buy.
FUNDAMENTALS
Fundamentals
RNWAX has more cash in the bank: 85.6B vs. SFVLX (160M). SFVLX pays higher dividends than RNWAX: SFVLX (3.14) vs RNWAX (0.49). 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 (28.10) and SFVLX (28.07) have marching annual gain over last year. SFVLX return over 5 years is better than : 57.35 vs. RNWAX (14.29).
| 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 | 16.269 | 9.645 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.6B | 160M | 53,500% |
| Annual Yield % from dividends | 0.49 | 3.14 | 15% |
| Returns for 1 year | 28.10 | 28.07 | 100% |
| Returns for 3 years | 51.54 | 53.52 | 96% |
| Returns for 5 years | 14.29 | 57.35 | 25% |
| Returns for 10 years | 111.13 | 141.08 | 79% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers