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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
Aug 23, 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 USRTX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. USRTX (765M). RWMFX pays higher dividends than USRTX: RWMFX (1.42) vs USRTX (0.16). 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 : 9.64 vs. RWMFX (7.53). RWMFX return over 5 years is better than : 29.34 vs. USRTX (11.66).
| 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 | 6.626 | 11.336 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 765M | 28,497% |
| Annual Yield % from dividends | 1.42 | 0.16 | 911% |
| Returns for 1 year | 7.53 | 9.64 | 78% |
| Returns for 3 years | 34.20 | 35.88 | 95% |
| Returns for 5 years | 29.34 | 11.66 | 252% |
| Returns for 10 years | 80.88 | N/A | - |
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