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RWMFX vs SOIVX
RWMFX vs SOIVX Comparison
Open Charts RWMFX vs SOIVX
RWMFX vs SOIVX Comparison Chart in %
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RWMFX vs. SOIVX 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 SOIVX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. SOIVX (241M). SOIVX pays higher dividends than RWMFX: SOIVX (3.61) vs RWMFX (1.41). RWMFX was incepted earlier than SOIVX: RWMFX (24 years) vs SOIVX (6 years). SOIVX (1.23) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 32.00 vs. SOIVX (10.00). RWMFX has a lower initial minimum investment than SOIVX: RWMFX (250) vs SOIVX (100000). SOIVX annual gain was more profitable for investors over the last year : 11.39 vs. RWMFX (2.09). SOIVX return over 5 years is better than : 78.94 vs. RWMFX (27.39).
| RWMFX | SOIVX | RWMFX / SOIVX | |
| Total Expense Ratio | 0.31 | 1.23 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.23 | 25% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 4.508 | 13.843 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 241M | 90,456% |
| Annual Yield % from dividends | 1.41 | 3.61 | 39% |
| Returns for 1 year | 2.09 | 11.39 | 18% |
| Returns for 3 years | 30.24 | 77.12 | 39% |
| Returns for 5 years | 27.39 | 78.94 | 35% |
| Returns for 10 years | 82.36 | N/A | - |
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