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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
Sep 15, 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 Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 218B vs. SVFAX (4.12B). SVFAX (1.37) and RWMHX (1.33) have matching dividends . RWMHX was incepted earlier than SVFAX: RWMHX (11 years) vs SVFAX (13 years). SVFAX (1.23) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 32.00 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 : 21.70 vs. RWMHX (1.96). SVFAX return over 5 years is better than : 60.41 vs. RWMHX (26.83).
| 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 | 13 years | - |
| Gain YTD | 4.436 | 22.553 | 20% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 4.12B | 5,291% |
| Annual Yield % from dividends | 1.33 | 1.37 | 97% |
| Returns for 1 year | 1.96 | 21.70 | 9% |
| Returns for 3 years | 29.79 | 48.61 | 61% |
| Returns for 5 years | 26.83 | 60.41 | 44% |
| Returns for 10 years | 81.23 | 180.38 | 45% |
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