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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
Jun 04, 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 Hold and SDVGX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 214B vs. SDVGX (242M). RWMFX pays higher dividends than SDVGX: RWMFX (1.40) vs SDVGX (0.92). RWMFX was incepted earlier than SDVGX: RWMFX (24 years) vs SDVGX (22 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 (29.00). 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 : 14.14 vs. RWMFX (8.10). RWMFX return over 5 years is better than : 26.71 vs. SDVGX (11.55).
| 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 | 22 years | - |
| Gain YTD | 5.575 | 6.835 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 242M | 88,430% |
| Annual Yield % from dividends | 1.40 | 0.92 | 153% |
| Returns for 1 year | 8.10 | 14.14 | 57% |
| Returns for 3 years | 33.11 | 32.00 | 103% |
| Returns for 5 years | 26.71 | 11.55 | 231% |
| Returns for 10 years | 85.42 | 32.27 | 265% |
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