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RWMFX vs TAGRX
RWMFX vs TAGRX Comparison
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RWMFX vs TAGRX Comparison Chart in %
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RWMFX vs. TAGRX 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 TAGRX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 219B vs. TAGRX (6.03B). RWMFX pays higher dividends than TAGRX: RWMFX (1.42) 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 : 7.01 vs. TAGRX (-0.37). RWMFX return over 5 years is better than : 28.79 vs. TAGRX (-6.33).
| 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 | 5.018 | 3.690 | 136% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 6.03B | 3,632% |
| Annual Yield % from dividends | 1.42 | 0.22 | 634% |
| Returns for 1 year | 7.01 | -0.37 | -1,907% |
| Returns for 3 years | 28.01 | 10.12 | 277% |
| Returns for 5 years | 28.79 | -6.33 | -455% |
| Returns for 10 years | 80.69 | 63.28 | 127% |
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