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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
Jul 14, 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: 219B vs. USRTX (791M). RWMFX pays higher dividends than USRTX: RWMFX (1.44) vs USRTX (0.16). RWMFX was incepted earlier than USRTX: RWMFX (24 years) vs USRTX (6 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 (29.00). 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 : 10.52 vs. RWMFX (5.76). RWMFX return over 5 years is better than : 28.02 vs. USRTX (13.52).
| 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 | 6 years | - |
| Gain YTD | 3.858 | 9.865 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 791M | 27,686% |
| Annual Yield % from dividends | 1.44 | 0.16 | 928% |
| Returns for 1 year | 5.76 | 10.52 | 55% |
| Returns for 3 years | 29.17 | 32.70 | 89% |
| Returns for 5 years | 28.02 | 13.52 | 207% |
| Returns for 10 years | 77.65 | N/A | - |
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