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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
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 RWEBX is a Hold and WVALX is a Hold.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 214B vs. WVALX (644M). RWEBX pays higher dividends than WVALX: RWEBX (0.75) 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 . WVALX is a more actively managed with annual turnover of: 31.00 vs. RWEBX (29.00). 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 : 7.24 vs. WVALX (-19.29). RWEBX return over 5 years is better than : 22.77 vs. WVALX (-28.88).
| 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 | 5.239 | -4.398 | -119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 644M | 33,230% |
| Annual Yield % from dividends | 0.75 | 0.00 | - |
| Returns for 1 year | 7.24 | -19.29 | -38% |
| Returns for 3 years | 29.98 | -13.39 | -224% |
| Returns for 5 years | 22.77 | -28.88 | -79% |
| Returns for 10 years | 78.62 | 4.74 | 1,658% |
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