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RMEBX vs SWDSX
RMEBX vs SWDSX Comparison
Open Charts RMEBX vs SWDSX
American Funds American Mutual R2E
Price$52.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets96.51B
Schwab Dividend Equity
Price$15.85
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets502.12M
RMEBX vs SWDSX Comparison Chart
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RMEBX vs. SWDSX commentary
Apr 18, 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 RMEBX is a Buy and SWDSX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 96.5B vs. SWDSX (502M). SWDSX pays higher dividends than RMEBX: SWDSX (1.82) vs RMEBX (1.18). RMEBX was incepted earlier than SWDSX: RMEBX (11 years) vs SWDSX (22 years). RMEBX (1.07) is less costly to investors than SWDSX (0.88). RMEBX is a more actively managed with annual turnover of: 31.00 vs. SWDSX (12.00). SWDSX has a lower initial minimum investment than RMEBX: SWDSX (0) vs RMEBX (250). SWDSX annual gain was more profitable for investors over the last year : 13.49 vs. RMEBX (3.30). RMEBX (47.73) and SWDSX (45.97) have equivalent 5 years return.
| RMEBX | SWDSX | RMEBX / SWDSX | |
| Total Expense Ratio | 1.07 | 0.88 | 122% |
| Annual Report Gross Expense Ratio | 1.07 | 0.88 | 122% |
| Fund Existence | 11 years | 22 years | - |
| Gain YTD | -3.381 | -0.846 | 399% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.5B | 502M | 19,223% |
| Annual Yield % from dividends | 1.18 | 1.82 | 65% |
| Returns for 1 year | 3.30 | 13.49 | 24% |
| Returns for 3 years | 5.10 | 12.07 | 42% |
| Returns for 5 years | 47.73 | 45.97 | 104% |
| Returns for 10 years | 53.03 | 2.28 | 2,326% |