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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
Jul 26, 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: 219B vs. SDVGX (246M). RWMFX pays higher dividends than SDVGX: RWMFX (1.44) vs SDVGX (0.91). 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 (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 : 7.47 vs. RWMFX (5.40). RWMFX return over 5 years is better than : 28.21 vs. SDVGX (8.70).
| 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 | 4.384 | 8.270 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 246M | 89,024% |
| Annual Yield % from dividends | 1.44 | 0.91 | 158% |
| Returns for 1 year | 5.40 | 7.47 | 72% |
| Returns for 3 years | 27.44 | 25.63 | 107% |
| Returns for 5 years | 28.21 | 8.70 | 324% |
| Returns for 10 years | 77.98 | 29.45 | 265% |
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