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RWMFX vs TAGRX
RWMFX vs TAGRX Comparison
Open Charts RWMFX vs TAGRX
RWMFX vs TAGRX Comparison Chart in %
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RWMFX vs. TAGRX commentary
Jun 04, 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 TAGRX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 214B vs. TAGRX (6.36B). RWMFX pays higher dividends than TAGRX: RWMFX (1.40) vs TAGRX (0.22). RWMFX was incepted earlier than TAGRX: RWMFX (24 years) vs TAGRX (42 years). TAGRX (1.02) is less costly to investors than RWMFX (0.31). TAGRX is a more actively managed with annual turnover of: 49.00 vs. RWMFX (29.00). RWMFX has a lower initial minimum investment than TAGRX: RWMFX (250) vs TAGRX (1000). RWMFX annual gain was more profitable for investors over the last year : 7.92 vs. TAGRX (5.42). RWMFX return over 5 years is better than : 26.49 vs. TAGRX (-1.14).
| RWMFX | TAGRX | RWMFX / TAGRX | |
| Total Expense Ratio | 0.31 | 1.01 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.02 | 30% |
| Fund Existence | 24 years | 42 years | - |
| Gain YTD | 5.991 | 4.132 | 145% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 6.36B | 3,367% |
| Annual Yield % from dividends | 1.40 | 0.22 | 627% |
| Returns for 1 year | 7.92 | 5.42 | 146% |
| Returns for 3 years | 33.64 | 17.86 | 188% |
| Returns for 5 years | 26.49 | -1.14 | -2,315% |
| Returns for 10 years | 86.15 | 69.26 | 124% |
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