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RWMFX vs SRFMX
RWMFX vs SRFMX Comparison
Open Charts RWMFX vs SRFMX
RWMFX vs SRFMX Comparison Chart in %
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RWMFX vs. SRFMX commentary
Jul 14, 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 SRFMX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 219B vs. SRFMX (68M). RWMFX pays higher dividends than SRFMX: RWMFX (1.44) vs SRFMX (0.38). RWMFX was incepted earlier than SRFMX: RWMFX (24 years) vs SRFMX (12 years). SRFMX (0.84) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. SRFMX (12.00). RWMFX has a lower initial minimum investment than SRFMX: RWMFX (250) vs SRFMX (2500). RWMFX annual gain was more profitable for investors over the last year : 5.76 vs. SRFMX (-18.15). RWMFX return over 5 years is better than : 28.02 vs. SRFMX (-30.51).
| RWMFX | SRFMX | RWMFX / SRFMX | |
| Total Expense Ratio | 0.31 | 0.70 | 44% |
| Annual Report Gross Expense Ratio | 0.31 | 0.84 | 37% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 3.858 | 3.062 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 68M | 322,059% |
| Annual Yield % from dividends | 1.44 | 0.38 | 377% |
| Returns for 1 year | 5.76 | -18.15 | -32% |
| Returns for 3 years | 29.17 | -19.76 | -148% |
| Returns for 5 years | 28.02 | -30.51 | -92% |
| Returns for 10 years | 77.65 | 34.45 | 225% |
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