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RWIIX vs VFWPX
RWIIX vs VFWPX Comparison Chart
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RWIIX vs. VFWPX commentary
May 23, 2025
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 RWIIX is a Hold and VFWPX is a Buy.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 62.1B vs. RWIIX (149M). RWIIX pays higher dividends than VFWPX: RWIIX (9.20) vs VFWPX (2.95). RWIIX was incepted earlier than VFWPX: RWIIX (8 years) vs VFWPX (14 years). RWIIX (1.66) is less costly to investors than VFWPX (0.03). RWIIX is a more actively managed with annual turnover of: 49.00 vs. VFWPX (5.00). RWIIX has a lower initial minimum investment than VFWPX: RWIIX (2500) vs VFWPX (100000000). VFWPX annual gain was more profitable for investors over the last year : 9.23 vs. RWIIX (-9.97). VFWPX return over 5 years is better than : 53.01 vs. RWIIX (30.61).
| RWIIX | VFWPX | RWIIX / VFWPX | |
| Total Expense Ratio | 1.46 | 0.03 | 4,867% |
| Annual Report Gross Expense Ratio | 1.66 | 0.03 | 5,533% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -4.431 | 13.177 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 62.1B | 0% |
| Annual Yield % from dividends | 9.20 | 2.95 | 311% |
| Returns for 1 year | -9.97 | 9.23 | -108% |
| Returns for 3 years | 3.13 | 24.02 | 13% |
| Returns for 5 years | 30.61 | 53.01 | 58% |
| Returns for 10 years | N/A | 35.06 | - |
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