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RWMFX vs SDLAX
RWMFX vs SDLAX Comparison
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RWMFX vs SDLAX Comparison Chart in %
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RWMFX vs. SDLAX 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 RWMFX is a Buy and SDLAX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 219B vs. SDLAX (2.07B). RWMFX (1.42) and SDLAX (1.38) have matching dividends . RWMFX was incepted earlier than SDLAX: RWMFX (24 years) vs SDLAX (16 years). SDLAX (0.67) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. SDLAX (26.00). RWMFX has a lower initial minimum investment than SDLAX: RWMFX (250) vs SDLAX (100000). RWMFX annual gain was more profitable for investors over the last year : 7.01 vs. SDLAX (6.29). RWMFX return over 5 years is better than : 28.79 vs. SDLAX (-6.94).
| RWMFX | SDLAX | RWMFX / SDLAX | |
| Total Expense Ratio | 0.31 | 0.03 | 1,033% |
| Annual Report Gross Expense Ratio | 0.31 | 0.67 | 46% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 5.018 | 9.153 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 2.07B | 10,590% |
| Annual Yield % from dividends | 1.42 | 1.38 | 103% |
| Returns for 1 year | 7.01 | 6.29 | 111% |
| Returns for 3 years | 28.01 | 5.10 | 549% |
| Returns for 5 years | 28.79 | -6.94 | -415% |
| Returns for 10 years | 80.69 | 65.23 | 124% |
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