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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
Sep 13, 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 WVALX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. WVALX (628M). RWMFX pays higher dividends than WVALX: RWMFX (1.41) 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). RWMFX is a more actively managed with annual turnover of: 32.00 vs. WVALX (10.00). 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 : 2.09 vs. WVALX (-20.15). RWMFX return over 5 years is better than : 27.39 vs. WVALX (-32.48).
| 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 | 4.508 | -1.489 | -303% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 628M | 34,713% |
| Annual Yield % from dividends | 1.41 | 0.00 | - |
| Returns for 1 year | 2.09 | -20.15 | -10% |
| Returns for 3 years | 30.24 | -16.77 | -180% |
| Returns for 5 years | 27.39 | -32.48 | -84% |
| Returns for 10 years | 82.36 | 9.32 | 883% |
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