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FSWCX vs RMFEX
FSWCX vs RMFEX Comparison
Open Charts FSWCX vs RMFEX
Fidelity SAI US Value Index
Price$13.38
Change+$0.10 (+0.75%)
VolumeN/A
Net Assets6.2B
American Funds American Mutual R4
Price$60.85
Change+$0.06 (+0.10%)
VolumeN/A
Net Assets109.46B
FSWCX vs RMFEX Comparison Chart in %
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FSWCX 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 FSWCX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. FSWCX (6.2B). FSWCX pays higher dividends than RMFEX: FSWCX (1.78) vs RMFEX (1.49). FSWCX was incepted earlier than RMFEX: FSWCX (8 years) vs RMFEX (23 years). RMFEX (0.62) is less costly to investors than FSWCX (0.11). FSWCX is a more actively managed with annual turnover of: 63.00 vs. RMFEX (31.00). FSWCX has a lower initial minimum investment than RMFEX: FSWCX (0) vs RMFEX (250). FSWCX annual gain was more profitable for investors over the last year : 12.64 vs. RMFEX (8.06). FSWCX return over 5 years is better than : 71.71 vs. RMFEX (58.84).
| FSWCX | RMFEX | FSWCX / RMFEX | |
| Total Expense Ratio | 0.11 | 0.62 | 18% |
| Annual Report Gross Expense Ratio | 0.11 | 0.62 | 18% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 12.680 | 11.638 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.2B | 109B | 6% |
| Annual Yield % from dividends | 1.78 | 1.49 | 120% |
| Returns for 1 year | 12.64 | 8.06 | 157% |
| Returns for 3 years | 28.64 | 33.39 | 86% |
| Returns for 5 years | 71.71 | 58.84 | 122% |
| Returns for 10 years | N/A | 98.59 | - |
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