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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
Sep 09, 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 StrongBuy and SPIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. SPIIX (1.11B). RWMFX pays higher dividends than SPIIX: RWMFX (1.41) vs SPIIX (0.48). 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: 32.00 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 : 10.55 vs. RWMFX (4.36). RWMFX return over 5 years is better than : 27.59 vs. SPIIX (24.20).
| 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 | 5.219 | 13.066 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 1.11B | 19,604% |
| Annual Yield % from dividends | 1.41 | 0.48 | 297% |
| Returns for 1 year | 4.36 | 10.55 | 41% |
| Returns for 3 years | 31.27 | 42.55 | 73% |
| Returns for 5 years | 27.59 | 24.20 | 114% |
| Returns for 10 years | 83.01 | 140.00 | 59% |
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