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RWIIX vs VFWPX
RWIIX vs VFWPX Comparison Chart
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RWIIX vs. VFWPX commentary
Apr 18, 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: 59.5B vs. RWIIX (152M). RWIIX pays higher dividends than VFWPX: RWIIX (8.18) vs VFWPX (3.04). RWIIX was incepted earlier than VFWPX: RWIIX (7 years) vs VFWPX (14 years). RWIIX (1.57) 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 : 6.38 vs. RWIIX (-6.96). VFWPX return over 5 years is better than : 42.84 vs. RWIIX (28.00).
| RWIIX | VFWPX | RWIIX / VFWPX | |
| Total Expense Ratio | 1.55 | 0.03 | 5,167% |
| Annual Report Gross Expense Ratio | 1.57 | 0.03 | 5,233% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | -6.341 | 3.687 | -172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 59.5B | 0% |
| Annual Yield % from dividends | 8.18 | 3.04 | 269% |
| Returns for 1 year | -6.96 | 6.38 | -109% |
| Returns for 3 years | 0.78 | 7.92 | 10% |
| Returns for 5 years | 28.00 | 42.84 | 65% |
| Returns for 10 years | N/A | 26.34 | - |
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