Interact to see
Advertisement
Advertisement
RWMFX vs WPVLX
RWMFX vs WPVLX Comparison
Open Charts RWMFX vs WPVLX
RWMFX vs WPVLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWMFX vs. WPVLX commentary
Jul 04, 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: 218B vs. WPVLX (510M). RWMFX pays higher dividends than WPVLX: RWMFX (1.44) vs WPVLX (0.02). 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 : 6.68 vs. WPVLX (-8.74). RWMFX return over 5 years is better than : 27.90 vs. WPVLX (-13.65).
| 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 | 3.982 | 1.574 | 253% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 510M | 42,745% |
| Annual Yield % from dividends | 1.44 | 0.02 | 9,524% |
| Returns for 1 year | 6.68 | -8.74 | -76% |
| Returns for 3 years | 30.63 | 7.74 | 396% |
| Returns for 5 years | 27.90 | -13.65 | -204% |
| Returns for 10 years | 81.85 | 12.47 | 656% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement