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RWMFX vs WVALX
RWMFX vs WVALX Comparison
Open Charts RWMFX vs WVALX
RWMFX vs WVALX Comparison Chart in %
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RWMFX vs. WVALX commentary
Jun 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 Hold and WVALX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 214B vs. WVALX (644M). RWMFX pays higher dividends than WVALX: RWMFX (1.40) vs WVALX (0.00). RWMFX was incepted earlier than WVALX: RWMFX (24 years) vs WVALX (40 years). WVALX (1.03) is less costly to investors than RWMFX (0.31). WVALX is a more actively managed with annual turnover of: 31.00 vs. RWMFX (29.00). RWMFX has a lower initial minimum investment than WVALX: RWMFX (250) vs WVALX (2500). RWMFX annual gain was more profitable for investors over the last year : 8.10 vs. WVALX (-19.29). RWMFX return over 5 years is better than : 26.71 vs. WVALX (-28.88).
| RWMFX | WVALX | RWMFX / WVALX | |
| Total Expense Ratio | 0.31 | 1.03 | 30% |
| Annual Report Gross Expense Ratio | 0.31 | 1.03 | 30% |
| Fund Existence | 24 years | 40 years | - |
| Gain YTD | 5.575 | -4.398 | -127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 644M | 33,230% |
| Annual Yield % from dividends | 1.40 | 0.00 | - |
| Returns for 1 year | 8.10 | -19.29 | -42% |
| Returns for 3 years | 33.11 | -13.39 | -247% |
| Returns for 5 years | 26.71 | -28.88 | -93% |
| Returns for 10 years | 85.42 | 4.74 | 1,801% |
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