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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
Aug 23, 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 SRFMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. SRFMX (69.2M). RWMFX pays higher dividends than SRFMX: RWMFX (1.42) vs SRFMX (0.37). RWMFX was incepted earlier than SRFMX: RWMFX (24 years) vs SRFMX (13 years). SRFMX (0.84) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 32.00 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 : 7.53 vs. SRFMX (-14.87). RWMFX return over 5 years is better than : 29.34 vs. SRFMX (-29.53).
| 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 | 13 years | - |
| Gain YTD | 6.626 | 6.190 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 69.2M | 315,029% |
| Annual Yield % from dividends | 1.42 | 0.37 | 382% |
| Returns for 1 year | 7.53 | -14.87 | -51% |
| Returns for 3 years | 34.20 | -15.85 | -216% |
| Returns for 5 years | 29.34 | -29.53 | -99% |
| Returns for 10 years | 80.88 | 37.57 | 215% |
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