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RWMEX vs USGRX
RWMEX vs USGRX Comparison
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RWMEX vs USGRX Comparison Chart in %
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RWMEX vs. USGRX commentary
Aug 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 Buy and USGRX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 219B vs. USGRX (2.3B). 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 (29.00). 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 : 13.42 vs. RWMEX (6.62). RWMEX return over 5 years is better than : 26.97 vs. USGRX (10.44).
| 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 | 4.810 | 11.949 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 2.3B | 9,542% |
| Annual Yield % from dividends | 1.16 | 0.84 | 138% |
| Returns for 1 year | 6.62 | 13.42 | 49% |
| Returns for 3 years | 26.66 | 31.26 | 85% |
| Returns for 5 years | 26.97 | 10.44 | 258% |
| Returns for 10 years | 77.48 | 50.61 | 153% |
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