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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 24, 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 StrongBuy and TRULX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. TRULX (18.6B). 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 (32.00). 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 : 11.36 vs. RWMFX (7.53). TRULX return over 5 years is better than : 36.38 vs. RWMFX (29.34).
| 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 | 6.626 | 13.564 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 18.6B | 1,172% |
| Annual Yield % from dividends | 1.42 | 0.43 | 333% |
| Returns for 1 year | 7.53 | 11.36 | 66% |
| Returns for 3 years | 34.20 | 52.17 | 66% |
| Returns for 5 years | 29.34 | 36.38 | 81% |
| Returns for 10 years | 80.88 | 153.48 | 53% |
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