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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
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 SHAPX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 219B vs. SHAPX (9.73B). RWMFX pays higher dividends than SHAPX: RWMFX (1.42) vs SHAPX (0.28). RWMFX was incepted earlier than SHAPX: RWMFX (24 years) vs SHAPX (56 years). SHAPX (0.91) is less costly to investors than RWMFX (0.31). RWMFX (29.00) and SHAPX (28.00) have comparable annual turnover. 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 : 7.01 vs. SHAPX (-1.56). RWMFX return over 5 years is better than : 28.79 vs. SHAPX (13.79).
| 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 | 56 years | - |
| Gain YTD | 5.018 | 6.732 | 75% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 9.73B | 2,251% |
| Annual Yield % from dividends | 1.42 | 0.28 | 511% |
| Returns for 1 year | 7.01 | -1.56 | -448% |
| Returns for 3 years | 28.01 | 21.80 | 128% |
| Returns for 5 years | 28.79 | 13.79 | 209% |
| Returns for 10 years | 80.69 | 87.46 | 92% |
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