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RWMHX vs SVFAX
RWMHX vs SVFAX Comparison
Open Charts RWMHX vs SVFAX
RWMHX vs SVFAX Comparison Chart in %
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RWMHX vs. SVFAX commentary
Jul 14, 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 Buy and SVFAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 219B vs. SVFAX (4B). SVFAX pays higher dividends than RWMHX: SVFAX (1.46) vs RWMHX (1.35). RWMHX was incepted earlier than SVFAX: RWMHX (11 years) vs SVFAX (12 years). SVFAX (1.23) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. SVFAX (16.25). RWMHX has a lower initial minimum investment than SVFAX: RWMHX (250) vs SVFAX (3000). SVFAX annual gain was more profitable for investors over the last year : 25.61 vs. RWMHX (5.64). SVFAX return over 5 years is better than : 54.51 vs. RWMHX (27.46).
| RWMHX | SVFAX | RWMHX / SVFAX | |
| Total Expense Ratio | 0.41 | 1.23 | 33% |
| Annual Report Gross Expense Ratio | 0.41 | 1.23 | 33% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 3.801 | 17.301 | 22% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 4B | 5,478% |
| Annual Yield % from dividends | 1.35 | 1.46 | 93% |
| Returns for 1 year | 5.64 | 25.61 | 22% |
| Returns for 3 years | 28.74 | 43.19 | 67% |
| Returns for 5 years | 27.46 | 54.51 | 50% |
| Returns for 10 years | 76.53 | 166.13 | 46% |
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