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RWMHX vs SVFDX
RWMHX vs SVFDX Comparison
Open Charts RWMHX vs SVFDX
RWMHX vs SVFDX Comparison Chart in %
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RWMHX vs. SVFDX commentary
Sep 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 Buy and SVFDX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 218B vs. SVFDX (4.11B). RWMHX pays higher dividends than SVFDX: RWMHX (1.33) vs SVFDX (1.09). RWMHX was incepted earlier than SVFDX: RWMHX (11 years) vs SVFDX (12 years). SVFDX (2.91) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 32.00 vs. SVFDX (16.25). RWMHX has a lower initial minimum investment than SVFDX: RWMHX (250) vs SVFDX (25000). SVFDX annual gain was more profitable for investors over the last year : 20.84 vs. RWMHX (1.96). SVFDX return over 5 years is better than : 57.44 vs. RWMHX (26.83).
| RWMHX | SVFDX | RWMHX / SVFDX | |
| Total Expense Ratio | 0.41 | 1.60 | 26% |
| Annual Report Gross Expense Ratio | 0.41 | 2.91 | 14% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 4.436 | 21.929 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 4.11B | 5,303% |
| Annual Yield % from dividends | 1.33 | 1.09 | 122% |
| Returns for 1 year | 1.96 | 20.84 | 9% |
| Returns for 3 years | 29.79 | 46.55 | 64% |
| Returns for 5 years | 26.83 | 57.44 | 47% |
| Returns for 10 years | 81.23 | 170.43 | 48% |
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