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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
Jun 03, 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 SPUSX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 214B vs. SPUSX (444M). RWMEX pays higher dividends than SPUSX: RWMEX (1.15) vs SPUSX (0.67). RWMEX was incepted earlier than SPUSX: RWMEX (24 years) vs SPUSX (8 years). SPUSX (0.84) is less costly to investors than RWMEX (0.60). RWMEX is a more actively managed with annual turnover of: 29.00 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 : 19.28 vs. RWMEX (7.71). SPUSX return over 5 years is better than : 26.37 vs. RWMEX (24.95).
| RWMEX | SPUSX | RWMEX / SPUSX | |
| Total Expense Ratio | 0.60 | 0.65 | 92% |
| Annual Report Gross Expense Ratio | 0.60 | 0.84 | 71% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 5.446 | 11.780 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 444M | 48,198% |
| Annual Yield % from dividends | 1.15 | 0.67 | 173% |
| Returns for 1 year | 7.71 | 19.28 | 40% |
| Returns for 3 years | 31.72 | 38.57 | 82% |
| Returns for 5 years | 24.95 | 26.37 | 95% |
| Returns for 10 years | 82.28 | N/A | - |
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