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RWEBX vs WVALX
RWEBX vs WVALX Comparison
Open Charts RWEBX vs WVALX
RWEBX vs WVALX Comparison Chart in %
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RWEBX vs. WVALX commentary
Jul 12, 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 RWEBX is a Buy and WVALX is a Buy.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 218B vs. WVALX (635M). RWEBX pays higher dividends than WVALX: RWEBX (0.76) vs WVALX (0.00). RWEBX was incepted earlier than WVALX: RWEBX (12 years) vs WVALX (40 years). RWEBX (1.06) and WVALX (1.03) have similar cost to investors . RWEBX is a more actively managed with annual turnover of: 29.00 vs. WVALX (10.00). RWEBX has a lower initial minimum investment than WVALX: RWEBX (250) vs WVALX (2500). RWEBX annual gain was more profitable for investors over the last year : 4.77 vs. WVALX (-22.57). RWEBX return over 5 years is better than : 24.10 vs. WVALX (-31.86).
| RWEBX | WVALX | RWEBX / WVALX | |
| Total Expense Ratio | 1.06 | 1.03 | 103% |
| Annual Report Gross Expense Ratio | 1.06 | 1.03 | 103% |
| Fund Existence | 12 years | 40 years | - |
| Gain YTD | 3.701 | -4.096 | -90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 635M | 34,331% |
| Annual Yield % from dividends | 0.76 | 0.00 | - |
| Returns for 1 year | 4.77 | -22.57 | -21% |
| Returns for 3 years | 27.94 | -17.74 | -157% |
| Returns for 5 years | 24.10 | -31.86 | -76% |
| Returns for 10 years | 72.03 | 5.40 | 1,335% |
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