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RWMEX vs SPUSX
RWMEX vs SPUSX Comparison
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RWMEX vs SPUSX Comparison Chart in %
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RWMEX vs. SPUSX commentary
Sep 12, 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 Buy and SPUSX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 218B vs. SPUSX (438M). RWMEX pays higher dividends than SPUSX: RWMEX (1.15) vs SPUSX (0.65). RWMEX was incepted earlier than SPUSX: RWMEX (24 years) vs SPUSX (8 years). SPUSX (0.84) is less costly to investors than RWMEX (0.61). RWMEX is a more actively managed with annual turnover of: 32.00 vs. SPUSX (18.00). RWMEX has a lower initial minimum investment than SPUSX: RWMEX (250) vs SPUSX (1000). SPUSX annual gain was more profitable for investors over the last year : 8.83 vs. RWMEX (1.71). RWMEX return over 5 years is better than : 25.61 vs. SPUSX (24.00).
| RWMEX | SPUSX | RWMEX / SPUSX | |
| Total Expense Ratio | 0.61 | 0.65 | 94% |
| Annual Report Gross Expense Ratio | 0.61 | 0.84 | 73% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 4.265 | 13.154 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 438M | 49,772% |
| Annual Yield % from dividends | 1.15 | 0.65 | 177% |
| Returns for 1 year | 1.71 | 8.83 | 19% |
| Returns for 3 years | 28.86 | 34.15 | 85% |
| Returns for 5 years | 25.61 | 24.00 | 107% |
| Returns for 10 years | 79.11 | N/A | - |
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