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RWIFX vs UCEQX
RWIFX vs UCEQX Comparison
Open Charts RWIFX vs UCEQX
RWIFX vs UCEQX Comparison Chart in %
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RWIFX vs. UCEQX commentary
Jun 26, 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 RWIFX is a Hold and UCEQX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 160B vs. UCEQX (355M). UCEQX pays higher dividends than RWIFX: UCEQX (1.72) vs RWIFX (1.57). RWIFX was incepted earlier than UCEQX: RWIFX (24 years) vs UCEQX (14 years). UCEQX (0.59) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 44.00 vs. UCEQX (17.00). RWIFX has a lower initial minimum investment than UCEQX: RWIFX (250) vs UCEQX (500). UCEQX annual gain was more profitable for investors over the last year : 22.22 vs. RWIFX (16.93). UCEQX return over 5 years is better than : 46.31 vs. RWIFX (32.64).
| RWIFX | UCEQX | RWIFX / UCEQX | |
| Total Expense Ratio | 0.46 | 0.59 | 78% |
| Annual Report Gross Expense Ratio | 0.46 | 0.59 | 78% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 12.974 | 11.825 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 355M | 45,070% |
| Annual Yield % from dividends | 1.57 | 1.72 | 91% |
| Returns for 1 year | 16.93 | 22.22 | 76% |
| Returns for 3 years | 50.97 | 64.44 | 79% |
| Returns for 5 years | 32.64 | 46.31 | 70% |
| Returns for 10 years | 107.66 | 122.33 | 88% |
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