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RWMFX vs SPIDX
RWMFX vs SPIDX Comparison
Open Charts RWMFX vs SPIDX
RWMFX vs SPIDX Comparison Chart in %
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RWMFX vs. SPIDX 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 SPIDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. SPIDX (4.87B). RWMFX pays higher dividends than SPIDX: RWMFX (1.42) vs SPIDX (0.72). RWMFX was incepted earlier than SPIDX: RWMFX (24 years) vs SPIDX (29 years). RWMFX (0.31) is less costly to investors than SPIDX (0.29). RWMFX is a more actively managed with annual turnover of: 32.00 vs. SPIDX (2.00). RWMFX has a lower initial minimum investment than SPIDX: RWMFX (250) vs SPIDX (1000). SPIDX annual gain was more profitable for investors over the last year : 21.26 vs. RWMFX (7.53). SPIDX return over 5 years is better than : 79.81 vs. RWMFX (29.34).
| RWMFX | SPIDX | RWMFX / SPIDX | |
| Total Expense Ratio | 0.31 | 0.29 | 107% |
| Annual Report Gross Expense Ratio | 0.31 | 0.29 | 107% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 6.626 | 12.732 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 4.87B | 4,480% |
| Annual Yield % from dividends | 1.42 | 0.72 | 196% |
| Returns for 1 year | 7.53 | 21.26 | 35% |
| Returns for 3 years | 34.20 | 79.36 | 43% |
| Returns for 5 years | 29.34 | 79.81 | 37% |
| Returns for 10 years | 80.88 | 277.84 | 29% |
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