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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
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 SOPAX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 219B vs. SOPAX (9.48B). RWMFX pays higher dividends than SOPAX: RWMFX (1.42) vs SOPAX (1.04). 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 : 7.01 vs. SOPAX (4.58). RWMFX return over 5 years is better than : 28.79 vs. SOPAX (8.70).
| 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 | 5.018 | 8.458 | 59% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 9.48B | 2,311% |
| Annual Yield % from dividends | 1.42 | 1.04 | 136% |
| Returns for 1 year | 7.01 | 4.58 | 153% |
| Returns for 3 years | 28.01 | 13.76 | 204% |
| Returns for 5 years | 28.79 | 8.70 | 331% |
| Returns for 10 years | 80.69 | 66.13 | 122% |
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