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RMEBX vs SWLVX
RMEBX vs SWLVX Comparison
Open Charts RMEBX vs SWLVX
American Funds American Mutual R2E
Price$58.52
Change-$0.52 (-0.88%)
VolumeN/A
CapitalizationN/A
Schwab ® US Large-Cap Value Index
Price$60.98
Change-$0.24 (-0.39%)
VolumeN/A
CapitalizationN/A
RMEBX vs SWLVX Comparison Chart
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RMEBX vs. SWLVX commentary
Nov 18, 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 StrongBuy and SWLVX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 104B vs. SWLVX (786M). 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 : 27.80 vs. RMEBX (21.12). SWLVX return over 5 years is better than : 47.41 vs. RMEBX (43.89).
| 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 | 16.258 | 18.638 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104B | 786M | 13,232% |
| Annual Yield % from dividends | 1.54 | 2.10 | 73% |
| Returns for 1 year | 21.12 | 27.80 | 76% |
| Returns for 3 years | 14.92 | 16.86 | 89% |
| Returns for 5 years | 43.89 | 47.41 | 93% |
| Returns for 10 years | 63.64 | N/A | - |
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