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RMEBX vs SWDSX
RMEBX vs SWDSX Comparison
Open Charts RMEBX vs SWDSX
American Funds American Mutual R2E
Price$60.75
Change+$0.28 (+0.46%)
VolumeN/A
Net Assets110.54B
Schwab Dividend Equity
Price$17.39
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets564.17M
RMEBX vs SWDSX Comparison Chart in %
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RMEBX vs. SWDSX commentary
Jul 27, 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: 111B vs. SWDSX (564M). SWDSX pays higher dividends than RMEBX: SWDSX (1.78) vs RMEBX (1.12). RMEBX was incepted earlier than SWDSX: RMEBX (11 years) vs SWDSX (22 years). RMEBX (1.07) is less costly to investors than SWDSX (0.89). 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 : 14.94 vs. RMEBX (11.26). RMEBX return over 5 years is better than : 59.35 vs. SWDSX (50.84).
| RMEBX | SWDSX | RMEBX / SWDSX | |
| Total Expense Ratio | 1.07 | 0.89 | 120% |
| Annual Report Gross Expense Ratio | 1.07 | 0.89 | 120% |
| Fund Existence | 11 years | 22 years | - |
| Gain YTD | 11.253 | 8.524 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 564M | 19,681% |
| Annual Yield % from dividends | 1.12 | 1.78 | 63% |
| Returns for 1 year | 11.26 | 14.94 | 75% |
| Returns for 3 years | 30.31 | 33.20 | 91% |
| Returns for 5 years | 59.35 | 50.84 | 117% |
| Returns for 10 years | 80.17 | 13.28 | 603% |
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