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RWMFX vs WPVLX
RWMFX vs WPVLX Comparison
Open Charts RWMFX vs WPVLX
RWMFX vs WPVLX Comparison Chart in %
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RWMFX vs. WPVLX commentary
Aug 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 Buy and WPVLX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 219B vs. WPVLX (506M). RWMFX pays higher dividends than WPVLX: RWMFX (1.42) vs WPVLX (0.01). RWMFX was incepted earlier than WPVLX: RWMFX (24 years) vs WPVLX (43 years). WPVLX (1.06) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. WPVLX (11.00). RWMFX has a lower initial minimum investment than WPVLX: RWMFX (250) vs WPVLX (2500). RWMFX annual gain was more profitable for investors over the last year : 7.01 vs. WPVLX (-5.42). RWMFX return over 5 years is better than : 28.79 vs. WPVLX (-15.22).
| RWMFX | WPVLX | RWMFX / WPVLX | |
| Total Expense Ratio | 0.31 | 1.06 | 29% |
| Annual Report Gross Expense Ratio | 0.31 | 1.06 | 29% |
| Fund Existence | 24 years | 43 years | - |
| Gain YTD | 5.018 | 1.082 | 464% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 506M | 43,281% |
| Annual Yield % from dividends | 1.42 | 0.01 | 9,577% |
| Returns for 1 year | 7.01 | -5.42 | -129% |
| Returns for 3 years | 28.01 | 4.77 | 587% |
| Returns for 5 years | 28.79 | -15.22 | -189% |
| Returns for 10 years | 80.69 | 8.73 | 924% |
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