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RMEBX vs SWLVX
RMEBX vs SWLVX Comparison
Open Charts RMEBX vs SWLVX
American Funds American Mutual R2E
Price$57.54
Change-$0.62 (-1.07%)
VolumeN/A
Net Assets105.48B
Schwab ® US Large-Cap Value Index
Price$59.62
Change-$0.83 (-1.37%)
VolumeN/A
Net Assets809.22M
RMEBX vs SWLVX Comparison Chart
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RMEBX vs. SWLVX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 105B vs. SWLVX (809M). 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 : 14.58 vs. RMEBX (10.88). SWLVX return over 5 years is better than : 44.28 vs. RMEBX (40.75).
| 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 | 4.809 | 4.122 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105B | 809M | 12,979% |
| Annual Yield % from dividends | 1.54 | 2.10 | 73% |
| Returns for 1 year | 10.88 | 14.58 | 75% |
| Returns for 3 years | 19.18 | 24.57 | 78% |
| Returns for 5 years | 40.75 | 44.28 | 92% |
| Returns for 10 years | 63.29 | N/A | - |