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RWMFX vs SPIAX
RWMFX vs SPIAX Comparison
Open Charts RWMFX vs SPIAX
RWMFX vs SPIAX Comparison Chart in %
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RWMFX vs. SPIAX commentary
Jun 20, 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 SPIAX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. SPIAX (4.74B). RWMFX pays higher dividends than SPIAX: RWMFX (1.40) 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 : 25.94 vs. RWMFX (8.54). SPIAX return over 5 years is better than : 85.15 vs. RWMFX (30.09).
| 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 | 2.080 | 9.930 | 21% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 4.74B | 4,602% |
| Annual Yield % from dividends | 1.40 | 0.66 | 214% |
| Returns for 1 year | 8.54 | 25.94 | 33% |
| Returns for 3 years | 24.40 | 70.72 | 35% |
| Returns for 5 years | 30.09 | 85.15 | 35% |
| Returns for 10 years | 80.41 | 280.39 | 29% |
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