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RMEBX vs SWDSX
RMEBX vs SWDSX Comparison
Open Charts RMEBX vs SWDSX
American Funds American Mutual R2E
Price$54.53
Change-$1.42 (-2.54%)
VolumeN/A
CapitalizationN/A
Schwab Dividend Equity
Price$16.08
Change-$0.42 (-2.55%)
VolumeN/A
CapitalizationN/A
RMEBX vs SWDSX Comparison Chart
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RMEBX vs. SWDSX commentary
Dec 19, 2024
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: 98.7B vs. SWDSX (529M). SWDSX pays higher dividends than RMEBX: SWDSX (1.92) vs RMEBX (1.54). RMEBX was incepted earlier than SWDSX: RMEBX (10 years) vs SWDSX (21 years). RMEBX is a more actively managed with annual turnover of: 25.00 vs. SWDSX (8.00). 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 : 21.56 vs. RMEBX (12.51). RMEBX return over 5 years is better than : 39.44 vs. SWDSX (19.58).
| RMEBX | SWDSX | RMEBX / SWDSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 21 years | - |
| Gain YTD | 11.313 | 20.531 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.7B | 529M | 18,658% |
| Annual Yield % from dividends | 1.54 | 1.92 | 80% |
| Returns for 1 year | 12.51 | 21.56 | 58% |
| Returns for 3 years | 13.70 | 16.67 | 82% |
| Returns for 5 years | 39.44 | 19.58 | 201% |
| Returns for 10 years | 60.50 | 7.19 | 841% |
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