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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
Jun 04, 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 SOPAX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 214B vs. SOPAX (9.19B). RWMFX pays higher dividends than SOPAX: RWMFX (1.40) vs SOPAX (1.10). 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). SOPAX (30.00) and RWMFX (29.00) have comparable annual turnover. 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 : 8.10 vs. SOPAX (2.07). RWMFX return over 5 years is better than : 26.71 vs. SOPAX (7.92).
| 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 | 5.575 | 5.489 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 9.19B | 2,328% |
| Annual Yield % from dividends | 1.40 | 1.10 | 127% |
| Returns for 1 year | 8.10 | 2.07 | 391% |
| Returns for 3 years | 33.11 | 14.67 | 226% |
| Returns for 5 years | 26.71 | 7.92 | 337% |
| Returns for 10 years | 85.42 | 67.26 | 127% |
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