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RWMFX vs SPIIX
RWMFX vs SPIIX Comparison
Open Charts RWMFX vs SPIIX
RWMFX vs SPIIX Comparison Chart in %
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RWMFX vs. SPIIX commentary
Jun 15, 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 SPIIX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. SPIIX (1.1B). RWMFX pays higher dividends than SPIIX: RWMFX (1.40) vs SPIIX (0.50). RWMFX was incepted earlier than SPIIX: RWMFX (24 years) vs SPIIX (24 years). SPIIX (0.79) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. SPIIX (3.00). RWMFX has a lower initial minimum investment than SPIIX: RWMFX (250) vs SPIIX (100000). SPIIX annual gain was more profitable for investors over the last year : 14.45 vs. RWMFX (11.31). RWMFX (27.15) and SPIIX (26.60) have equivalent 5 years return.
| RWMFX | SPIIX | RWMFX / SPIIX | |
| Total Expense Ratio | 0.31 | 0.65 | 48% |
| Annual Report Gross Expense Ratio | 0.31 | 0.79 | 39% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 6.052 | 8.756 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 1.1B | 19,818% |
| Annual Yield % from dividends | 1.40 | 0.50 | 280% |
| Returns for 1 year | 11.31 | 14.45 | 78% |
| Returns for 3 years | 31.43 | 40.23 | 78% |
| Returns for 5 years | 27.15 | 26.60 | 102% |
| Returns for 10 years | 87.48 | 136.66 | 64% |
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