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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 23, 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 StrongBuy and SOPAX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. SOPAX (9.6B). 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). 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 : 7.53 vs. SOPAX (3.68). RWMFX return over 5 years is better than : 29.34 vs. SOPAX (8.87).
| 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 | 6.626 | 10.251 | 65% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 9.6B | 2,270% |
| Annual Yield % from dividends | 1.42 | 1.04 | 136% |
| Returns for 1 year | 7.53 | 3.68 | 204% |
| Returns for 3 years | 34.20 | 19.29 | 177% |
| Returns for 5 years | 29.34 | 8.87 | 331% |
| Returns for 10 years | 80.88 | 67.27 | 120% |
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