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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
Aug 23, 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 SPUSX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 218B vs. SPUSX (448M). RWMEX pays higher dividends than SPUSX: RWMEX (1.16) vs SPUSX (0.66). 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 : 15.37 vs. RWMEX (7.13). RWMEX (27.51) and SPUSX (27.04) have equivalent 5 years return.
| 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 | 6.382 | 15.380 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 448M | 48,661% |
| Annual Yield % from dividends | 1.16 | 0.66 | 177% |
| Returns for 1 year | 7.13 | 15.37 | 46% |
| Returns for 3 years | 32.78 | 38.56 | 85% |
| Returns for 5 years | 27.51 | 27.04 | 102% |
| Returns for 10 years | 77.64 | N/A | - |
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