RWMHX
Price
$67.40
Change
-$0.50 (-0.74%)
Updated
Sep 9 closing price
Net Assets
218.5B
STVYX
Price
$16.27
Change
-$0.10 (-0.61%)
Updated
Sep 9 closing price
Net Assets
560.69M
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RWMHX vs STVYX

RWMHX vs STVYX Comparison Chart in %
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RWMHX vs. STVYX commentary
Sep 10, 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 RWMHX is a StrongBuy and STVYX is a Hold.

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FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 218B vs. STVYX (561M). RWMHX pays higher dividends than STVYX: RWMHX (1.33) vs STVYX (1.11). RWMHX was incepted earlier than STVYX: RWMHX (11 years) vs STVYX (11 years). STVYX (0.89) is less costly to investors than RWMHX (0.41). STVYX is a more actively managed with annual turnover of: 43.00 vs. RWMHX (32.00). RWMHX has a lower initial minimum investment than STVYX: RWMHX (250) vs STVYX (100000). RWMHX annual gain was more profitable for investors over the last year : 3.55 vs. STVYX (-10.03). RWMHX return over 5 years is better than : 26.76 vs. STVYX (-14.40).
RWMHXSTVYXRWMHX / STVYX
Total Expense Ratio0.410.6662%
Annual Report Gross Expense Ratio0.410.8946%
Fund Existence11 years11 years-
Gain YTD4.3749.48146%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets218B561M38,859%
Annual Yield % from dividends1.331.11119%
Returns for 1 year3.55-10.03-35%
Returns for 3 years29.86-13.38-223%
Returns for 5 years26.76-14.40-186%
Returns for 10 years80.5426.94299%
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