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IWEDX vs RMFEX
IWEDX vs RMFEX Comparison
Open Charts IWEDX vs RMFEX
Voya Large Cap Value W
Price$13.93
Change-$0.06 (-0.43%)
VolumeN/A
Net Assets806.02M
American Funds American Mutual R4
Price$60.78
Change-$0.07 (-0.12%)
VolumeN/A
Net Assets109.46B
IWEDX vs RMFEX Comparison Chart in %
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IWEDX vs. RMFEX commentary
Sep 09, 2025
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 IWEDX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. IWEDX (806M). RMFEX pays higher dividends than IWEDX: RMFEX (1.49) vs IWEDX (1.09). IWEDX was incepted earlier than RMFEX: IWEDX (16 years) vs RMFEX (23 years). IWEDX (0.91) is less costly to investors than RMFEX (0.62). IWEDX is a more actively managed with annual turnover of: 100.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than IWEDX: RMFEX (250) vs IWEDX (1000). RMFEX annual gain was more profitable for investors over the last year : 8.06 vs. IWEDX (0.31). RMFEX return over 5 years is better than : 58.84 vs. IWEDX (30.29).
| IWEDX | RMFEX | IWEDX / RMFEX | |
| Total Expense Ratio | 0.85 | 0.62 | 137% |
| Annual Report Gross Expense Ratio | 0.91 | 0.62 | 147% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 8.022 | 11.638 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 806M | 109B | 1% |
| Annual Yield % from dividends | 1.09 | 1.49 | 73% |
| Returns for 1 year | 0.31 | 8.06 | 4% |
| Returns for 3 years | 16.32 | 33.39 | 49% |
| Returns for 5 years | 30.29 | 58.84 | 51% |
| Returns for 10 years | 35.53 | 98.59 | 36% |