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RWMFX vs STBIX
RWMFX vs STBIX Comparison
Open Charts RWMFX vs STBIX
RWMFX vs STBIX Comparison Chart in %
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RWMFX vs. STBIX commentary
Sep 13, 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 STBIX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. STBIX (16.6B). RWMFX pays higher dividends than STBIX: RWMFX (1.41) vs STBIX (0.87). RWMFX was incepted earlier than STBIX: RWMFX (24 years) vs STBIX (24 years). STBIX (0.34) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 32.00 vs. STBIX (2.00). RWMFX has a lower initial minimum investment than STBIX: RWMFX (250) vs STBIX (25000000). STBIX annual gain was more profitable for investors over the last year : 16.03 vs. RWMFX (2.09). STBIX return over 5 years is better than : 74.98 vs. RWMFX (27.39).
| RWMFX | STBIX | RWMFX / STBIX | |
| Total Expense Ratio | 0.31 | 0.27 | 115% |
| Annual Report Gross Expense Ratio | 0.31 | 0.34 | 91% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 4.508 | 11.581 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 16.6B | 1,313% |
| Annual Yield % from dividends | 1.41 | 0.87 | 162% |
| Returns for 1 year | 2.09 | 16.03 | 13% |
| Returns for 3 years | 30.24 | 74.50 | 41% |
| Returns for 5 years | 27.39 | 74.98 | 37% |
| Returns for 10 years | 82.36 | 253.00 | 33% |
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