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RWMFX vs UIGIX
RWMFX vs UIGIX Comparison
Open Charts RWMFX vs UIGIX
RWMFX vs UIGIX Comparison Chart in %
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RWMFX vs. UIGIX 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 UIGIX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 219B vs. UIGIX (2.3B). RWMFX pays higher dividends than UIGIX: RWMFX (1.42) vs UIGIX (0.83). RWMFX was incepted earlier than UIGIX: RWMFX (24 years) vs UIGIX (11 years). UIGIX (1.32) is less costly to investors than RWMFX (0.31). UIGIX is a more actively managed with annual turnover of: 61.00 vs. RWMFX (29.00). RWMFX has a lower initial minimum investment than UIGIX: RWMFX (250) vs UIGIX (1000000). UIGIX annual gain was more profitable for investors over the last year : 13.38 vs. RWMFX (7.01). RWMFX return over 5 years is better than : 28.79 vs. UIGIX (11.67).
| RWMFX | UIGIX | RWMFX / UIGIX | |
| Total Expense Ratio | 0.31 | 0.93 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 1.32 | 23% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 5.018 | 11.915 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 2.3B | 9,542% |
| Annual Yield % from dividends | 1.42 | 0.83 | 171% |
| Returns for 1 year | 7.01 | 13.38 | 52% |
| Returns for 3 years | 28.01 | 30.95 | 90% |
| Returns for 5 years | 28.79 | 11.67 | 247% |
| Returns for 10 years | 80.69 | 52.42 | 154% |
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