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RWIIX vs VFWPX
RWIIX vs VFWPX Comparison Chart
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RWIIX vs. VFWPX commentary
Dec 23, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 58.2B vs. RWIIX (181M). RWIIX pays higher dividends than VFWPX: RWIIX (6.47) vs VFWPX (3.36). RWIIX was incepted earlier than VFWPX: RWIIX (7 years) vs VFWPX (14 years). RWIIX is a more actively managed with annual turnover of: 373.00 vs. VFWPX (4.00). 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 : 4.22 vs. RWIIX (3.16). RWIIX return over 5 years is better than : 25.15 vs. VFWPX (11.03).
| RWIIX | VFWPX | RWIIX / VFWPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | 1.651 | 2.773 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 58.2B | 0% |
| Annual Yield % from dividends | 6.47 | 3.36 | 192% |
| Returns for 1 year | 3.16 | 4.22 | 75% |
| Returns for 3 years | -0.12 | -2.38 | 5% |
| Returns for 5 years | 25.15 | 11.03 | 228% |
| Returns for 10 years | N/A | 30.11 | - |