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RWMFX vs SPIIX
RWMFX vs SPIIX Comparison
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RWMFX vs SPIIX Comparison Chart in %
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RWMFX vs. SPIIX commentary
Jul 06, 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 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 (1.44) vs SPIIX (0.51). 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 : 11.86 vs. RWMFX (6.68). RWMFX return over 5 years is better than : 27.90 vs. SPIIX (24.40).
| 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 | 3.982 | 9.546 | 42% |
| 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 | 1.44 | 0.51 | 285% |
| Returns for 1 year | 6.68 | 11.86 | 56% |
| Returns for 3 years | 30.63 | 38.43 | 80% |
| Returns for 5 years | 27.90 | 24.40 | 114% |
| Returns for 10 years | 81.85 | 135.08 | 61% |
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