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RWMFX vs SPISX
RWMFX vs SPISX Comparison
Open Charts RWMFX vs SPISX
RWMFX vs SPISX Comparison Chart in %
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RWMFX vs. SPISX commentary
Aug 03, 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 SPISX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 219B vs. SPISX (4.73B). RWMFX pays higher dividends than SPISX: RWMFX (1.42) vs SPISX (0.75). RWMFX was incepted earlier than SPISX: RWMFX (24 years) vs SPISX (9 years). RWMFX (0.31) is less costly to investors than SPISX (0.19). RWMFX is a more actively managed with annual turnover of: 29.00 vs. SPISX (2.00). RWMFX has a lower initial minimum investment than SPISX: RWMFX (250) vs SPISX (1000000). SPISX annual gain was more profitable for investors over the last year : 19.03 vs. RWMFX (7.01). SPISX return over 5 years is better than : 78.23 vs. RWMFX (28.79).
| RWMFX | SPISX | RWMFX / SPISX | |
| Total Expense Ratio | 0.31 | 0.19 | 163% |
| Annual Report Gross Expense Ratio | 0.31 | 0.19 | 163% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 5.018 | 10.018 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 4.73B | 4,631% |
| Annual Yield % from dividends | 1.42 | 0.75 | 190% |
| Returns for 1 year | 7.01 | 19.03 | 37% |
| Returns for 3 years | 28.01 | 68.39 | 41% |
| Returns for 5 years | 28.79 | 78.23 | 37% |
| Returns for 10 years | 80.69 | N/A | - |
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