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RMEBX vs SWLVX
RMEBX vs SWLVX Comparison
Open Charts RMEBX vs SWLVX
American Funds American Mutual R2E
Price$56.07
Change-$0.84 (-1.48%)
VolumeN/A
Net Assets104.15B
Schwab ® US Large-Cap Value Index
Price$57.84
Change-$0.86 (-1.47%)
VolumeN/A
Net Assets806.22M
RMEBX vs SWLVX Comparison Chart
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RMEBX vs. SWLVX commentary
Mar 11, 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 Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 104B vs. SWLVX (806M). SWLVX pays higher dividends than RMEBX: SWLVX (1.94) vs RMEBX (1.15). RMEBX was incepted earlier than SWLVX: RMEBX (11 years) vs SWLVX (7 years). RMEBX (1.07) is less costly to investors than SWLVX (0.04). RMEBX (31.00) and SWLVX (30.97) have comparable annual turnover. 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 : 10.48 vs. RMEBX (8.24). SWLVX return over 5 years is better than : 62.08 vs. RMEBX (52.38).
| RMEBX | SWLVX | RMEBX / SWLVX | |
| Total Expense Ratio | 1.07 | 0.04 | 3,057% |
| Annual Report Gross Expense Ratio | 1.07 | 0.04 | 3,057% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 3.661 | 2.515 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104B | 806M | 12,903% |
| Annual Yield % from dividends | 1.15 | 1.94 | 59% |
| Returns for 1 year | 8.24 | 10.48 | 79% |
| Returns for 3 years | 18.60 | 24.95 | 75% |
| Returns for 5 years | 52.38 | 62.08 | 84% |
| Returns for 10 years | 67.56 | N/A | - |
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