Interact to see
Advertisement
Advertisement
RWMFX vs SPIAX
RWMFX vs SPIAX Comparison
Open Charts RWMFX vs SPIAX
RWMFX vs SPIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWMFX vs. SPIAX commentary
Jul 14, 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 SPIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 219B vs. SPIAX (4.79B). RWMFX pays higher dividends than SPIAX: RWMFX (1.44) vs SPIAX (0.66). RWMFX was incepted earlier than SPIAX: RWMFX (24 years) vs SPIAX (29 years). SPIAX (0.54) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. SPIAX (2.00). RWMFX has a lower initial minimum investment than SPIAX: RWMFX (250) vs SPIAX (1000). SPIAX annual gain was more profitable for investors over the last year : 21.50 vs. RWMFX (5.76). SPIAX return over 5 years is better than : 78.03 vs. RWMFX (28.02).
| RWMFX | SPIAX | RWMFX / SPIAX | |
| Total Expense Ratio | 0.31 | 0.54 | 57% |
| Annual Report Gross Expense Ratio | 0.31 | 0.54 | 57% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 3.858 | 11.045 | 35% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 4.79B | 4,576% |
| Annual Yield % from dividends | 1.44 | 0.66 | 217% |
| Returns for 1 year | 5.76 | 21.50 | 27% |
| Returns for 3 years | 29.17 | 71.22 | 41% |
| Returns for 5 years | 28.02 | 78.03 | 36% |
| Returns for 10 years | 77.65 | 269.98 | 29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement