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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
Sep 13, 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 Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. SPIAX (4.82B). RWMFX pays higher dividends than SPIAX: RWMFX (1.41) vs SPIAX (0.65). 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: 32.00 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 : 15.67 vs. RWMFX (2.09). SPIAX return over 5 years is better than : 74.96 vs. RWMFX (27.39).
| 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 | 4.508 | 11.393 | 40% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 4.82B | 4,521% |
| Annual Yield % from dividends | 1.41 | 0.65 | 218% |
| Returns for 1 year | 2.09 | 15.67 | 13% |
| Returns for 3 years | 30.24 | 73.14 | 41% |
| Returns for 5 years | 27.39 | 74.96 | 37% |
| Returns for 10 years | 82.36 | 276.11 | 30% |
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