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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
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 RWEBX is a StrongBuy and WVALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 218B vs. WVALX (654M). 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 . RWEBX is a more actively managed with annual turnover of: 32.00 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 : 6.67 vs. WVALX (-16.00). RWEBX return over 5 years is better than : 25.30 vs. WVALX (-29.65).
| 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 | 6.089 | 1.676 | 363% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 654M | 33,333% |
| Annual Yield % from dividends | 0.75 | 0.00 | - |
| Returns for 1 year | 6.67 | -16.00 | -42% |
| Returns for 3 years | 31.06 | -12.30 | -252% |
| Returns for 5 years | 25.30 | -29.65 | -85% |
| Returns for 10 years | 73.95 | 10.44 | 708% |
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