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RWMFX vs USRTX
RWMFX vs USRTX Comparison
Open Charts RWMFX vs USRTX
RWMFX vs USRTX Comparison Chart in %
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RWMFX vs. USRTX commentary
Sep 13, 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 USRTX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. USRTX (740M). RWMFX pays higher dividends than USRTX: RWMFX (1.41) vs USRTX (0.15). RWMFX was incepted earlier than USRTX: RWMFX (24 years) vs USRTX (7 years). USRTX (1.17) is less costly to investors than RWMFX (0.31). USRTX is a more actively managed with annual turnover of: 134.00 vs. RWMFX (32.00). RWMFX has a lower initial minimum investment than USRTX: RWMFX (250) vs USRTX (2500). USRTX annual gain was more profitable for investors over the last year : 5.26 vs. RWMFX (2.09). RWMFX return over 5 years is better than : 27.39 vs. USRTX (9.78).
| RWMFX | USRTX | RWMFX / USRTX | |
| Total Expense Ratio | 0.31 | 1.17 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.17 | 26% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 4.508 | 9.559 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 740M | 29,459% |
| Annual Yield % from dividends | 1.41 | 0.15 | 918% |
| Returns for 1 year | 2.09 | 5.26 | 40% |
| Returns for 3 years | 30.24 | 31.37 | 96% |
| Returns for 5 years | 27.39 | 9.78 | 280% |
| Returns for 10 years | 82.36 | N/A | - |
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