Interact to see
Advertisement
Advertisement
RWMFX vs SOIVX
RWMFX vs SOIVX Comparison
Open Charts RWMFX vs SOIVX
RWMFX vs SOIVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWMFX vs. SOIVX 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 SOIVX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 219B vs. SOIVX (236M). SOIVX pays higher dividends than RWMFX: SOIVX (3.71) vs RWMFX (1.42). 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 : 13.03 vs. RWMFX (7.01). SOIVX return over 5 years is better than : 78.46 vs. RWMFX (28.79).
| 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 | 5.018 | 11.460 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 236M | 92,797% |
| Annual Yield % from dividends | 1.42 | 3.71 | 38% |
| Returns for 1 year | 7.01 | 13.03 | 54% |
| Returns for 3 years | 28.01 | 70.15 | 40% |
| Returns for 5 years | 28.79 | 78.46 | 37% |
| Returns for 10 years | 80.69 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BCEMX | 33.34 | 0.31 | +0.94% |
| Boston Common ESG Impact Em Mkts | |||
| FSENX | 85.94 | 0.70 | +0.82% |
| Fidelity Select Energy Portfolio | |||
| BIAUX | 32.33 | 0.06 | +0.19% |
| Brown Advisory Small-Cap Fdmtl Val Inv | |||
| GSIMX | 24.30 | N/A | N/A |
| Goldman Sachs GQG Ptnrs Intl Opps Instl | |||
| HSCCX | 3.10 | -0.01 | -0.32% |
| Carillon Eagle Small Cap Growth C | |||