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RWMFX vs SVSPX
RWMFX vs SVSPX Comparison
Open Charts RWMFX vs SVSPX
RWMFX vs SVSPX Comparison Chart in %
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RWMFX vs. SVSPX 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 SVSPX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 219B vs. SVSPX (1.68B). RWMFX pays higher dividends than SVSPX: RWMFX (1.42) vs SVSPX (0.91). RWMFX was incepted earlier than SVSPX: RWMFX (24 years) vs SVSPX (34 years). RWMFX (0.31) is less costly to investors than SVSPX (0.17). RWMFX is a more actively managed with annual turnover of: 29.00 vs. SVSPX (2.00). RWMFX has a lower initial minimum investment than SVSPX: RWMFX (250) vs SVSPX (10000). SVSPX annual gain was more profitable for investors over the last year : 11.41 vs. RWMFX (7.01). RWMFX return over 5 years is better than : 28.79 vs. SVSPX (17.72).
| RWMFX | SVSPX | RWMFX / SVSPX | |
| Total Expense Ratio | 0.31 | 0.16 | 197% |
| Annual Report Gross Expense Ratio | 0.31 | 0.17 | 180% |
| Fund Existence | 24 years | 34 years | - |
| Gain YTD | 5.018 | 10.046 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 1.68B | 13,075% |
| Annual Yield % from dividends | 1.42 | 0.91 | 156% |
| Returns for 1 year | 7.01 | 11.41 | 61% |
| Returns for 3 years | 28.01 | 32.05 | 87% |
| Returns for 5 years | 28.79 | 17.72 | 162% |
| Returns for 10 years | 80.69 | 78.34 | 103% |
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