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RWMFX vs USGRX
RWMFX vs USGRX Comparison
Open Charts RWMFX vs USGRX
RWMFX vs USGRX Comparison Chart in %
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RWMFX vs. USGRX commentary
Jun 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 Hold and USGRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 214B vs. USGRX (2.28B). RWMFX pays higher dividends than USGRX: RWMFX (1.40) vs USGRX (0.81). RWMFX was incepted earlier than USGRX: RWMFX (24 years) vs USGRX (33 years). USGRX (0.86) is less costly to investors than RWMFX (0.31). USGRX is a more actively managed with annual turnover of: 61.00 vs. RWMFX (29.00). RWMFX has a lower initial minimum investment than USGRX: RWMFX (250) vs USGRX (3000). USGRX annual gain was more profitable for investors over the last year : 17.43 vs. RWMFX (8.10). RWMFX return over 5 years is better than : 26.71 vs. USGRX (14.07).
| RWMFX | USGRX | RWMFX / USGRX | |
| Total Expense Ratio | 0.31 | 0.86 | 36% |
| Annual Report Gross Expense Ratio | 0.31 | 0.86 | 36% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 5.575 | 9.976 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 2.28B | 9,370% |
| Annual Yield % from dividends | 1.40 | 0.81 | 173% |
| Returns for 1 year | 8.10 | 17.43 | 46% |
| Returns for 3 years | 33.11 | 38.11 | 87% |
| Returns for 5 years | 26.71 | 14.07 | 190% |
| Returns for 10 years | 85.42 | 49.00 | 174% |
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