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RMEBX vs SWLVX
RMEBX vs SWLVX Comparison
Open Charts RMEBX vs SWLVX
American Funds American Mutual R2E
Price$56.08
Change+$0.30 (+0.54%)
VolumeN/A
Net Assets103.41B
Schwab ® US Large-Cap Value Index
Price$59.24
Change+$0.39 (+0.66%)
VolumeN/A
Net Assets793.47M
RMEBX vs SWLVX Comparison Chart
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RMEBX vs. SWLVX commentary
Jan 19, 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 SWLVX is a Hold.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 103B vs. SWLVX (793M). SWLVX pays higher dividends than RMEBX: SWLVX (2.10) vs RMEBX (1.54). RMEBX was incepted earlier than SWLVX: RMEBX (10 years) vs SWLVX (7 years). SWLVX is a more actively managed with annual turnover of: 42.00 vs. RMEBX (25.00). SWLVX has a lower initial minimum investment than RMEBX: SWLVX (0) vs RMEBX (250). SWLVX annual gain was more profitable for investors over the last year : 19.57 vs. RMEBX (12.29). SWLVX return over 5 years is better than : 42.36 vs. RMEBX (36.84).
| RMEBX | SWLVX | RMEBX / SWLVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 7 years | - |
| Gain YTD | 2.149 | 3.458 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103B | 793M | 12,989% |
| Annual Yield % from dividends | 1.54 | 2.10 | 73% |
| Returns for 1 year | 12.29 | 19.57 | 63% |
| Returns for 3 years | 12.11 | 18.75 | 65% |
| Returns for 5 years | 36.84 | 42.36 | 87% |
| Returns for 10 years | 63.72 | N/A | - |