Interact to see
Advertisement
Advertisement
RWMFX vs USRTX
RWMFX vs USRTX Comparison
Open Charts RWMFX vs USRTX
RWMFX vs USRTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWMFX vs. USRTX commentary
Jun 24, 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 USRTX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. USRTX (779M). RWMFX pays higher dividends than USRTX: RWMFX (1.40) 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 : 12.80 vs. RWMFX (8.15). RWMFX return over 5 years is better than : 27.55 vs. USRTX (15.05).
| 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 | 1.616 | 8.609 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 779M | 27,985% |
| Annual Yield % from dividends | 1.40 | 0.16 | 902% |
| Returns for 1 year | 8.15 | 12.80 | 64% |
| Returns for 3 years | 30.58 | 34.90 | 88% |
| Returns for 5 years | 27.55 | 15.05 | 183% |
| Returns for 10 years | 82.86 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement