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RWMFX vs SOPAX
RWMFX vs SOPAX Comparison
Open Charts RWMFX vs SOPAX
RWMFX vs SOPAX Comparison Chart in %
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RWMFX vs. SOPAX 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 SOPAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. SOPAX (9.31B). RWMFX pays higher dividends than SOPAX: RWMFX (1.41) vs SOPAX (1.03). RWMFX was incepted earlier than SOPAX: RWMFX (24 years) vs SOPAX (34 years). SOPAX (1.00) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 32.00 vs. SOPAX (30.00). RWMFX has a lower initial minimum investment than SOPAX: RWMFX (250) vs SOPAX (1000). RWMFX annual gain was more profitable for investors over the last year : 2.09 vs. SOPAX (-1.81). RWMFX return over 5 years is better than : 27.39 vs. SOPAX (6.18).
| RWMFX | SOPAX | RWMFX / SOPAX | |
| Total Expense Ratio | 0.31 | 1.00 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.00 | 31% |
| Fund Existence | 24 years | 34 years | - |
| Gain YTD | 4.508 | 7.218 | 62% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 9.31B | 2,342% |
| Annual Yield % from dividends | 1.41 | 1.03 | 137% |
| Returns for 1 year | 2.09 | -1.81 | -115% |
| Returns for 3 years | 30.24 | 15.64 | 193% |
| Returns for 5 years | 27.39 | 6.18 | 443% |
| Returns for 10 years | 82.36 | 66.86 | 123% |
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