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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
Jul 12, 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: 219B vs. WVALX (635M). RWMFX pays higher dividends than WVALX: RWMFX (1.44) 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: 29.00 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 : 5.62 vs. WVALX (-22.57). RWMFX return over 5 years is better than : 28.09 vs. WVALX (-31.86).
| 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 | 4.136 | -4.096 | -101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 635M | 34,488% |
| Annual Yield % from dividends | 1.44 | 0.00 | - |
| Returns for 1 year | 5.62 | -22.57 | -25% |
| Returns for 3 years | 31.02 | -17.74 | -175% |
| Returns for 5 years | 28.09 | -31.86 | -88% |
| Returns for 10 years | 78.91 | 5.40 | 1,462% |
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