Interact to see
Advertisement
Advertisement
RWMFX vs SRFMX
RWMFX vs SRFMX Comparison
Open Charts RWMFX vs SRFMX
RWMFX vs SRFMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWMFX vs. SRFMX commentary
Jun 24, 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 SRFMX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. SRFMX (66.3M). RWMFX pays higher dividends than SRFMX: RWMFX (1.40) vs SRFMX (0.42). 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 : 8.15 vs. SRFMX (-15.81). RWMFX return over 5 years is better than : 27.55 vs. SRFMX (-28.50).
| 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 | 1.616 | 1.743 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 66.3M | 328,808% |
| Annual Yield % from dividends | 1.40 | 0.42 | 338% |
| Returns for 1 year | 8.15 | -15.81 | -52% |
| Returns for 3 years | 30.58 | -17.90 | -171% |
| Returns for 5 years | 27.55 | -28.50 | -97% |
| Returns for 10 years | 82.86 | 40.64 | 204% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement