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RWMFX vs SOAVX
RWMFX vs SOAVX Comparison
Open Charts RWMFX vs SOAVX
RWMFX vs SOAVX Comparison Chart in %
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RWMFX vs. SOAVX 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 SOAVX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. SOAVX (241M). SOAVX pays higher dividends than RWMFX: SOAVX (3.34) vs RWMFX (1.41). RWMFX was incepted earlier than SOAVX: RWMFX (24 years) vs SOAVX (24 years). SOAVX (1.53) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 32.00 vs. SOAVX (10.00). RWMFX has a lower initial minimum investment than SOAVX: RWMFX (250) vs SOAVX (500). SOAVX annual gain was more profitable for investors over the last year : 11.04 vs. RWMFX (2.09). SOAVX return over 5 years is better than : 76.32 vs. RWMFX (27.39).
| RWMFX | SOAVX | RWMFX / SOAVX | |
| Total Expense Ratio | 0.31 | 1.53 | 20% |
| Annual Report Gross Expense Ratio | 0.31 | 1.53 | 20% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 4.508 | 13.628 | 33% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 241M | 90,456% |
| Annual Yield % from dividends | 1.41 | 3.34 | 42% |
| Returns for 1 year | 2.09 | 11.04 | 19% |
| Returns for 3 years | 30.24 | 75.53 | 40% |
| Returns for 5 years | 27.39 | 76.32 | 36% |
| Returns for 10 years | 82.36 | 238.22 | 35% |
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