Interact to see
Advertisement
Advertisement
RWMEX vs SPIIX
RWMEX vs SPIIX Comparison
Open Charts RWMEX vs SPIIX
RWMEX vs SPIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWMEX vs. SPIIX commentary
Sep 09, 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 RWMEX is a StrongBuy and SPIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 218B vs. SPIIX (1.11B). RWMEX pays higher dividends than SPIIX: RWMEX (1.15) vs SPIIX (0.48). RWMEX was incepted earlier than SPIIX: RWMEX (24 years) vs SPIIX (24 years). SPIIX (0.79) is less costly to investors than RWMEX (0.61). RWMEX is a more actively managed with annual turnover of: 32.00 vs. SPIIX (3.00). RWMEX has a lower initial minimum investment than SPIIX: RWMEX (250) vs SPIIX (100000). SPIIX annual gain was more profitable for investors over the last year : 10.55 vs. RWMEX (3.98). RWMEX return over 5 years is better than : 25.79 vs. SPIIX (24.20).
| RWMEX | SPIIX | RWMEX / SPIIX | |
| Total Expense Ratio | 0.61 | 0.65 | 94% |
| Annual Report Gross Expense Ratio | 0.61 | 0.79 | 77% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 4.966 | 13.066 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 1.11B | 19,604% |
| Annual Yield % from dividends | 1.15 | 0.48 | 243% |
| Returns for 1 year | 3.98 | 10.55 | 38% |
| Returns for 3 years | 29.87 | 42.55 | 70% |
| Returns for 5 years | 25.79 | 24.20 | 107% |
| Returns for 10 years | 79.77 | 140.00 | 57% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers