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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
Jun 24, 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 SOIVX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. SOIVX (242M). SOIVX pays higher dividends than RWMFX: SOIVX (3.56) vs RWMFX (1.40). 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 : 23.78 vs. RWMFX (8.15). SOIVX return over 5 years is better than : 87.76 vs. RWMFX (27.55).
| 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 | 1.616 | 13.577 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 242M | 90,083% |
| Annual Yield % from dividends | 1.40 | 3.56 | 39% |
| Returns for 1 year | 8.15 | 23.78 | 34% |
| Returns for 3 years | 30.58 | 84.41 | 36% |
| Returns for 5 years | 27.55 | 87.76 | 31% |
| Returns for 10 years | 82.86 | N/A | - |
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