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RWMFX vs SOAVX
RWMFX vs SOAVX Comparison
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RWMFX vs SOAVX Comparison Chart in %
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RWMFX vs. SOAVX commentary
Jun 23, 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 SOAVX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. SOAVX (242M). SOAVX pays higher dividends than RWMFX: SOAVX (3.31) vs RWMFX (1.40). 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: 29.00 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 : 23.42 vs. RWMFX (8.15). SOAVX return over 5 years is better than : 85.01 vs. RWMFX (27.55).
| 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 | 1.616 | 13.437 | 12% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 242M | 90,083% |
| Annual Yield % from dividends | 1.40 | 3.31 | 42% |
| Returns for 1 year | 8.15 | 23.42 | 35% |
| Returns for 3 years | 30.58 | 82.76 | 37% |
| Returns for 5 years | 27.55 | 85.01 | 32% |
| Returns for 10 years | 82.86 | 247.88 | 33% |
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