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RWMFX vs SDVGX
RWMFX vs SDVGX Comparison
Open Charts RWMFX vs SDVGX
RWMFX vs SDVGX Comparison Chart in %
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RWMFX vs. SDVGX commentary
Aug 16, 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 SDVGX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. SDVGX (253M). RWMFX pays higher dividends than SDVGX: RWMFX (1.42) vs SDVGX (0.88). RWMFX was incepted earlier than SDVGX: RWMFX (24 years) vs SDVGX (23 years). SDVGX (0.70) is less costly to investors than RWMFX (0.31). SDVGX is a more actively managed with annual turnover of: 48.72 vs. RWMFX (32.00). RWMFX has a lower initial minimum investment than SDVGX: RWMFX (250) vs SDVGX (100000). SDVGX annual gain was more profitable for investors over the last year : 9.41 vs. RWMFX (7.69). RWMFX return over 5 years is better than : 29.46 vs. SDVGX (10.18).
| RWMFX | SDVGX | RWMFX / SDVGX | |
| Total Expense Ratio | 0.31 | 0.70 | 44% |
| Annual Report Gross Expense Ratio | 0.31 | 0.70 | 44% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 7.507 | 11.954 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 253M | 86,166% |
| Annual Yield % from dividends | 1.42 | 0.88 | 161% |
| Returns for 1 year | 7.69 | 9.41 | 82% |
| Returns for 3 years | 34.05 | 34.85 | 98% |
| Returns for 5 years | 29.46 | 10.18 | 289% |
| Returns for 10 years | 82.64 | 33.94 | 244% |
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