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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
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 219B vs. SPUSX (446M). RWMEX pays higher dividends than SPUSX: RWMEX (1.18) 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: 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 : 15.49 vs. RWMEX (5.37). SPUSX (27.36) and RWMEX (26.22) 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 | 3.658 | 14.005 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 446M | 49,103% |
| Annual Yield % from dividends | 1.18 | 0.65 | 181% |
| Returns for 1 year | 5.37 | 15.49 | 35% |
| Returns for 3 years | 27.81 | 34.15 | 81% |
| Returns for 5 years | 26.22 | 27.36 | 96% |
| Returns for 10 years | 74.49 | N/A | - |
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