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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
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 SPIDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 219B vs. SPIDX (4.79B). RWMFX pays higher dividends than SPIDX: RWMFX (1.44) 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: 29.00 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 : 21.82 vs. RWMFX (5.76). SPIDX return over 5 years is better than : 80.30 vs. RWMFX (28.02).
| 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 | 3.858 | 11.187 | 34% |
| Front Load | N/A | N/A | - |
| 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 | 0.72 | 199% |
| Returns for 1 year | 5.76 | 21.82 | 26% |
| Returns for 3 years | 29.17 | 72.53 | 40% |
| Returns for 5 years | 28.02 | 80.30 | 35% |
| Returns for 10 years | 77.65 | 277.84 | 28% |
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