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RWMFX vs TRULX
RWMFX vs TRULX Comparison
Open Charts RWMFX vs TRULX
RWMFX vs TRULX Comparison Chart in %
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RWMFX vs. TRULX 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 TRULX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 219B vs. TRULX (18.2B). RWMFX pays higher dividends than TRULX: RWMFX (1.42) vs TRULX (0.43). RWMFX was incepted earlier than TRULX: RWMFX (24 years) vs TRULX (17 years). TRULX (0.69) is less costly to investors than RWMFX (0.31). TRULX is a more actively managed with annual turnover of: 65.40 vs. RWMFX (29.00). RWMFX has a lower initial minimum investment than TRULX: RWMFX (250) vs TRULX (2500). TRULX annual gain was more profitable for investors over the last year : 9.09 vs. RWMFX (7.01). TRULX return over 5 years is better than : 35.07 vs. RWMFX (28.79).
| RWMFX | TRULX | RWMFX / TRULX | |
| Total Expense Ratio | 0.31 | 0.64 | 48% |
| Annual Report Gross Expense Ratio | 0.31 | 0.69 | 45% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 5.018 | 10.851 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 18.2B | 1,203% |
| Annual Yield % from dividends | 1.42 | 0.43 | 333% |
| Returns for 1 year | 7.01 | 9.09 | 77% |
| Returns for 3 years | 28.01 | 44.38 | 63% |
| Returns for 5 years | 28.79 | 35.07 | 82% |
| Returns for 10 years | 80.69 | 149.39 | 54% |
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