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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
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 WVALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. WVALX (654M). RWMFX pays higher dividends than WVALX: RWMFX (1.42) 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 : 7.53 vs. WVALX (-16.00). RWMFX return over 5 years is better than : 29.34 vs. WVALX (-29.65).
| 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 | 6.626 | 1.676 | 395% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 654M | 33,333% |
| Annual Yield % from dividends | 1.42 | 0.00 | - |
| Returns for 1 year | 7.53 | -16.00 | -47% |
| Returns for 3 years | 34.20 | -12.30 | -278% |
| Returns for 5 years | 29.34 | -29.65 | -99% |
| Returns for 10 years | 80.88 | 10.44 | 775% |
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