Ad is loading...
RMEBX vs SWLVX
RMEBX vs SWLVX Comparison
Open Charts RMEBX vs SWLVX
American Funds American Mutual R2E
Price$54.53
Change-$1.42 (-2.54%)
VolumeN/A
CapitalizationN/A
Schwab ® US Large-Cap Value Index
Price$56.86
Change-$1.56 (-2.67%)
VolumeN/A
CapitalizationN/A
RMEBX vs SWLVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RMEBX vs. SWLVX commentary
Dec 19, 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 Buy and SWLVX is a Sell.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 98.7B vs. SWLVX (776M). 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 : 18.00 vs. RMEBX (12.51). SWLVX return over 5 years is better than : 41.64 vs. RMEBX (39.44).
| 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 | 11.313 | 16.649 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.7B | 776M | 12,719% |
| Annual Yield % from dividends | 1.54 | 2.10 | 73% |
| Returns for 1 year | 12.51 | 18.00 | 69% |
| Returns for 3 years | 13.70 | 20.74 | 66% |
| Returns for 5 years | 39.44 | 41.64 | 95% |
| Returns for 10 years | 60.50 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...