Interact to see
Advertisement
Advertisement
RWMFX vs SPIIX
RWMFX vs SPIIX Comparison
Open Charts RWMFX vs SPIIX
RWMFX vs SPIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWMFX vs. SPIIX commentary
Jul 26, 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 Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 219B vs. SPIIX (1.08B). 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 : 8.41 vs. RWMFX (5.40). RWMFX return over 5 years is better than : 28.21 vs. SPIIX (21.53).
| 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 | 4.384 | 8.505 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 1.08B | 20,203% |
| Annual Yield % from dividends | 1.44 | 0.51 | 285% |
| Returns for 1 year | 5.40 | 8.41 | 64% |
| Returns for 3 years | 27.44 | 33.73 | 81% |
| Returns for 5 years | 28.21 | 21.53 | 131% |
| Returns for 10 years | 77.98 | 126.44 | 62% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ARSMX | 10.44 | 0.11 | +1.06% |
| AMG River Road Small-Mid Cap Value N | |||
| DOMYX | 12.35 | 0.03 | +0.24% |
| Domini Impact International Equity Y | |||
| FSOSX | 15.61 | 0.01 | +0.06% |
| Fidelity Series Overseas | |||
| BGETX | 14.06 | -0.05 | -0.35% |
| Baillie Gifford International Growth 2 | |||
| PFPGX | 28.68 | -0.20 | -0.69% |
| Parnassus Growth Equity Institutional | |||