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RWMHX vs USPFX
RWMHX vs USPFX Comparison
Open Charts RWMHX vs USPFX
RWMHX vs USPFX Comparison Chart in %
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RWMHX vs. USPFX commentary
Aug 23, 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 USPFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 218B vs. USPFX (91.6M). RWMHX pays higher dividends than USPFX: RWMHX (1.34) vs USPFX (0.82). RWMHX was incepted earlier than USPFX: RWMHX (11 years) vs USPFX (10 years). USPFX (1.52) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 32.00 vs. USPFX (12.93). RWMHX has a lower initial minimum investment than USPFX: RWMHX (250) vs USPFX (2500). USPFX annual gain was more profitable for investors over the last year : 14.84 vs. RWMHX (7.41). USPFX return over 5 years is better than : 51.67 vs. RWMHX (28.75).
| RWMHX | USPFX | RWMHX / USPFX | |
| Total Expense Ratio | 0.41 | 1.15 | 36% |
| Annual Report Gross Expense Ratio | 0.41 | 1.52 | 27% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 6.557 | 10.438 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 91.6M | 237,991% |
| Annual Yield % from dividends | 1.34 | 0.82 | 163% |
| Returns for 1 year | 7.41 | 14.84 | 50% |
| Returns for 3 years | 33.75 | 39.91 | 85% |
| Returns for 5 years | 28.75 | 51.67 | 56% |
| Returns for 10 years | 79.77 | 166.19 | 48% |
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