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RMEBX vs SWDSX
RMEBX vs SWDSX Comparison
Open Charts RMEBX vs SWDSX
American Funds American Mutual R2E
Price$57.95
Change+$0.31 (+0.54%)
VolumeN/A
Net Assets105.22B
Schwab Dividend Equity
Price$16.96
Change+$0.10 (+0.59%)
VolumeN/A
Net Assets539.11M
RMEBX vs SWDSX Comparison Chart
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RMEBX vs. SWDSX commentary
Jun 07, 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: 105B vs. SWDSX (539M). SWDSX pays higher dividends than RMEBX: SWDSX (1.79) vs RMEBX (1.16). 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 : 15.23 vs. RMEBX (8.87). RMEBX return over 5 years is better than : 50.55 vs. SWDSX (38.42).
| 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 | 5.842 | 4.745 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105B | 539M | 19,481% |
| Annual Yield % from dividends | 1.16 | 1.79 | 65% |
| Returns for 1 year | 8.87 | 15.23 | 58% |
| Returns for 3 years | 17.32 | 20.82 | 83% |
| Returns for 5 years | 50.55 | 38.42 | 132% |
| Returns for 10 years | 68.95 | 8.30 | 831% |
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