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RWMEX vs SPIIX
RWMEX vs SPIIX Comparison
Open Charts RWMEX vs SPIIX
RWMEX vs SPIIX Comparison Chart in %
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RWMEX vs. SPIIX commentary
Jun 15, 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 Hold and SPIIX is a Hold.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 218B vs. SPIIX (1.1B). RWMEX pays higher dividends than SPIIX: RWMEX (1.15) vs SPIIX (0.50). RWMEX was incepted earlier than SPIIX: RWMEX (24 years) vs SPIIX (24 years). SPIIX (0.79) is less costly to investors than RWMEX (0.60). RWMEX is a more actively managed with annual turnover of: 29.00 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 : 14.45 vs. RWMEX (10.95). SPIIX (26.60) and RWMEX (25.41) have equivalent 5 years return.
| RWMEX | SPIIX | RWMEX / SPIIX | |
| Total Expense Ratio | 0.60 | 0.65 | 92% |
| Annual Report Gross Expense Ratio | 0.60 | 0.79 | 76% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 5.928 | 8.756 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 1.1B | 19,818% |
| Annual Yield % from dividends | 1.15 | 0.50 | 230% |
| Returns for 1 year | 10.95 | 14.45 | 76% |
| Returns for 3 years | 30.08 | 40.23 | 75% |
| Returns for 5 years | 25.41 | 26.60 | 96% |
| Returns for 10 years | 84.36 | 136.66 | 62% |
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