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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
Jun 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 RWMHX is a Hold and SVFAX is a Buy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 218B vs. SVFAX (3.97B). SVFAX pays higher dividends than RWMHX: SVFAX (1.50) vs RWMHX (1.32). 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 : 27.91 vs. RWMHX (11.03). SVFAX return over 5 years is better than : 53.17 vs. RWMHX (25.85).
| 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 | 5.389 | 15.868 | 34% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 3.97B | 5,490% |
| Annual Yield % from dividends | 1.32 | 1.50 | 88% |
| Returns for 1 year | 11.03 | 27.91 | 40% |
| Returns for 3 years | 30.87 | 47.63 | 65% |
| Returns for 5 years | 25.85 | 53.17 | 49% |
| Returns for 10 years | 84.81 | 172.87 | 49% |
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