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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
Jul 14, 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: 219B vs. SOIVX (241M). SOIVX pays higher dividends than RWMFX: SOIVX (3.64) vs RWMFX (1.44). 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: 29.00 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 : 17.91 vs. RWMFX (5.76). SOIVX return over 5 years is better than : 82.50 vs. RWMFX (28.02).
| 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 | 3.858 | 13.900 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 241M | 90,871% |
| Annual Yield % from dividends | 1.44 | 3.64 | 40% |
| Returns for 1 year | 5.76 | 17.91 | 32% |
| Returns for 3 years | 29.17 | 78.32 | 37% |
| Returns for 5 years | 28.02 | 82.50 | 34% |
| Returns for 10 years | 77.65 | N/A | - |
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