Interact to see
Advertisement
Advertisement
RWIBX vs WTMVX
RWIBX vs WTMVX Comparison
Open Charts RWIBX vs WTMVX
RWIBX vs WTMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWIBX vs. WTMVX commentary
Jun 24, 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 RWIBX is a Hold and WTMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 160B vs. WTMVX (37.4M). RWIBX pays higher dividends than WTMVX: RWIBX (0.74) vs WTMVX (0.25). RWIBX was incepted earlier than WTMVX: RWIBX (24 years) vs WTMVX (38 years). RWIBX (1.51) and WTMVX (1.51) have similar cost to investors . RWIBX is a more actively managed with annual turnover of: 44.00 vs. WTMVX (22.00). RWIBX has a lower initial minimum investment than WTMVX: RWIBX (250) vs WTMVX (2500). RWIBX annual gain was more profitable for investors over the last year : 17.83 vs. WTMVX (14.93). WTMVX return over 5 years is better than : 31.63 vs. RWIBX (27.84).
| RWIBX | WTMVX | RWIBX / WTMVX | |
| Total Expense Ratio | 1.51 | 0.89 | 170% |
| Annual Report Gross Expense Ratio | 1.51 | 1.51 | 100% |
| Fund Existence | 24 years | 38 years | - |
| Gain YTD | 13.017 | 13.729 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 37.4M | 427,807% |
| Annual Yield % from dividends | 0.74 | 0.25 | 301% |
| Returns for 1 year | 17.83 | 14.93 | 119% |
| Returns for 3 years | 46.73 | 40.61 | 115% |
| Returns for 5 years | 27.84 | 31.63 | 88% |
| Returns for 10 years | 98.11 | 56.28 | 174% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement