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RWMFX vs SHAPX
RWMFX vs SHAPX Comparison
Open Charts RWMFX vs SHAPX
RWMFX vs SHAPX Comparison Chart in %
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RWMFX vs. SHAPX commentary
Sep 13, 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 SHAPX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. SHAPX (9.57B). RWMFX pays higher dividends than SHAPX: RWMFX (1.41) vs SHAPX (0.28). RWMFX was incepted earlier than SHAPX: RWMFX (24 years) vs SHAPX (57 years). SHAPX (0.91) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 32.00 vs. SHAPX (28.00). RWMFX has a lower initial minimum investment than SHAPX: RWMFX (250) vs SHAPX (1000). RWMFX annual gain was more profitable for investors over the last year : 2.09 vs. SHAPX (-4.75). RWMFX return over 5 years is better than : 27.39 vs. SHAPX (12.36).
| RWMFX | SHAPX | RWMFX / SHAPX | |
| Total Expense Ratio | 0.31 | 0.91 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 0.91 | 34% |
| Fund Existence | 24 years | 57 years | - |
| Gain YTD | 4.508 | 5.926 | 76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 9.57B | 2,278% |
| Annual Yield % from dividends | 1.41 | 0.28 | 511% |
| Returns for 1 year | 2.09 | -4.75 | -44% |
| Returns for 3 years | 30.24 | 22.47 | 135% |
| Returns for 5 years | 27.39 | 12.36 | 222% |
| Returns for 10 years | 82.36 | 89.91 | 92% |
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