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RWMFX vs SRVEX
RWMFX vs SRVEX Comparison
Open Charts RWMFX vs SRVEX
RWMFX vs SRVEX Comparison Chart in %
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RWMFX vs. SRVEX 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 SRVEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 219B vs. SRVEX (396M). RWMFX pays higher dividends than SRVEX: RWMFX (1.42) vs SRVEX (0.21). RWMFX was incepted earlier than SRVEX: RWMFX (24 years) vs SRVEX (37 years). SRVEX (1.05) is less costly to investors than RWMFX (0.31). SRVEX is a more actively managed with annual turnover of: 92.00 vs. RWMFX (29.00). RWMFX has a lower initial minimum investment than SRVEX: RWMFX (250) vs SRVEX (2500). SRVEX annual gain was more profitable for investors over the last year : 10.50 vs. RWMFX (7.01). RWMFX return over 5 years is better than : 28.79 vs. SRVEX (15.93).
| RWMFX | SRVEX | RWMFX / SRVEX | |
| Total Expense Ratio | 0.31 | 1.05 | 30% |
| Annual Report Gross Expense Ratio | 0.31 | 1.05 | 30% |
| Fund Existence | 24 years | 37 years | - |
| Gain YTD | 5.018 | 10.880 | 46% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 396M | 55,303% |
| Annual Yield % from dividends | 1.42 | 0.21 | 693% |
| Returns for 1 year | 7.01 | 10.50 | 67% |
| Returns for 3 years | 28.01 | 31.67 | 88% |
| Returns for 5 years | 28.79 | 15.93 | 181% |
| Returns for 10 years | 80.69 | 47.81 | 169% |
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