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RWMFX vs SPUSX
RWMFX vs SPUSX Comparison
Open Charts RWMFX vs SPUSX
RWMFX vs SPUSX Comparison Chart in %
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RWMFX vs. SPUSX commentary
Jun 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 Hold and SPUSX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 214B vs. SPUSX (444M). RWMFX pays higher dividends than SPUSX: RWMFX (1.40) vs SPUSX (0.67). RWMFX was incepted earlier than SPUSX: RWMFX (24 years) vs SPUSX (8 years). SPUSX (0.84) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. SPUSX (18.00). RWMFX has a lower initial minimum investment than SPUSX: RWMFX (250) vs SPUSX (1000). SPUSX annual gain was more profitable for investors over the last year : 19.28 vs. RWMFX (8.10). RWMFX (26.71) and SPUSX (26.37) have equivalent 5 years return.
| RWMFX | SPUSX | RWMFX / SPUSX | |
| Total Expense Ratio | 0.31 | 0.65 | 48% |
| Annual Report Gross Expense Ratio | 0.31 | 0.84 | 37% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 5.575 | 11.780 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 444M | 48,198% |
| Annual Yield % from dividends | 1.40 | 0.67 | 210% |
| Returns for 1 year | 8.10 | 19.28 | 42% |
| Returns for 3 years | 33.11 | 38.57 | 86% |
| Returns for 5 years | 26.71 | 26.37 | 101% |
| Returns for 10 years | 85.42 | N/A | - |
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