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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
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 USPFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 219B vs. USPFX (88.7M). RWMHX pays higher dividends than USPFX: RWMHX (1.35) vs USPFX (0.86). 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: 29.00 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 : 14.27 vs. RWMHX (5.64). USPFX return over 5 years is better than : 48.50 vs. RWMHX (27.46).
| 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 | 3.801 | 7.792 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 88.7M | 246,900% |
| Annual Yield % from dividends | 1.35 | 0.86 | 157% |
| Returns for 1 year | 5.64 | 14.27 | 39% |
| Returns for 3 years | 28.74 | 32.54 | 88% |
| Returns for 5 years | 27.46 | 48.50 | 57% |
| Returns for 10 years | 76.53 | 169.49 | 45% |
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