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RWMEX vs USGRX
RWMEX vs USGRX Comparison
Open Charts RWMEX vs USGRX
RWMEX vs USGRX Comparison Chart in %
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RWMEX vs. USGRX 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 USGRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 218B vs. USGRX (2.34B). RWMEX pays higher dividends than USGRX: RWMEX (1.16) vs USGRX (0.84). RWMEX was incepted earlier than USGRX: RWMEX (24 years) vs USGRX (33 years). USGRX (0.86) is less costly to investors than RWMEX (0.61). USGRX is a more actively managed with annual turnover of: 61.00 vs. RWMEX (32.00). RWMEX has a lower initial minimum investment than USGRX: RWMEX (250) vs USGRX (3000). USGRX annual gain was more profitable for investors over the last year : 14.93 vs. RWMEX (7.13). RWMEX return over 5 years is better than : 27.51 vs. USGRX (12.67).
| RWMEX | USGRX | RWMEX / USGRX | |
| Total Expense Ratio | 0.61 | 0.86 | 71% |
| Annual Report Gross Expense Ratio | 0.61 | 0.86 | 71% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 6.382 | 14.890 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 2.34B | 9,304% |
| Annual Yield % from dividends | 1.16 | 0.84 | 138% |
| Returns for 1 year | 7.13 | 14.93 | 48% |
| Returns for 3 years | 32.78 | 39.97 | 82% |
| Returns for 5 years | 27.51 | 12.67 | 217% |
| Returns for 10 years | 77.64 | 49.59 | 157% |
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