RWMFX
Price
$68.96
Change
+$0.35 (+0.51%)
Updated
Aug 21 closing price
Net Assets
217.88B
WSHFX
Price
$68.54
Change
+$0.35 (+0.51%)
Updated
Aug 21 closing price
Net Assets
217.88B
Interact to see
Advertisement

RWMFX vs WSHFX

RWMFX vs WSHFX Comparison Chart in %
View a ticker or compare two or three
VS
RWMFX vs. WSHFX 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 WSHFX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RWMFX (218B) and WSHFX (218B) have equal amount of cash in the bank . RWMFX pays higher dividends than WSHFX: RWMFX (1.42) vs WSHFX (1.15). RWMFX was incepted earlier than WSHFX: RWMFX (24 years) vs WSHFX (25 years). WSHFX (0.62) is less costly to investors than RWMFX (0.31). RWMFX (32.00) and WSHFX (32.00) have comparable annual turnover. RWMFX (250) and WSHFX (250) have matching initial minimum investment requirements. RWMFX annual gain was more profitable for investors over the last year : 7.53 vs. WSHFX (7.14). RWMFX return over 5 years is better than : 29.34 vs. WSHFX (27.54).
RWMFXWSHFXRWMFX / WSHFX
Total Expense Ratio0.310.6250%
Annual Report Gross Expense Ratio0.310.6250%
Fund Existence24 years25 years-
Gain YTD6.6266.385104%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets218B218B100%
Annual Yield % from dividends1.421.15124%
Returns for 1 year7.537.14105%
Returns for 3 years34.2032.79104%
Returns for 5 years29.3427.54107%
Returns for 10 years80.8877.76104%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
JPVRX23.910.26
+1.10%
JPMorgan Developed International ValueR5
HIMVX34.610.27
+0.79%
Harbor Mid Cap Value Investor
PSOPX35.000.13
+0.37%
JPMorgan Small Cap Value I
SCJKX8.080.03
+0.37%
Steward Covered Call Income R6
VBIAX54.870.13
+0.24%
Vanguard Balanced Index Adm