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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
Sep 12, 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 SPIDX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. SPIDX (4.82B). RWMFX pays higher dividends than SPIDX: RWMFX (1.41) vs SPIDX (0.70). 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 : 15.98 vs. RWMFX (2.09). SPIDX return over 5 years is better than : 77.21 vs. RWMFX (27.39).
| 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 | 4.508 | 11.584 | 39% |
| Front Load | N/A | N/A | - |
| 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 | 0.70 | 200% |
| Returns for 1 year | 2.09 | 15.98 | 13% |
| Returns for 3 years | 30.24 | 74.44 | 41% |
| Returns for 5 years | 27.39 | 77.21 | 35% |
| Returns for 10 years | 82.36 | 284.05 | 29% |
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