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RMFCX vs SWDSX
RMFCX vs SWDSX Comparison
Open Charts RMFCX vs SWDSX
American Funds American Mutual R3
Price$62.10
Change-$0.10 (-0.16%)
VolumeN/A
Net Assets112.6B
Schwab Dividend Equity
Price$18.00
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets591.55M
RMFCX vs SWDSX Comparison Chart in %
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RMFCX vs. SWDSX commentary
Oct 08, 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 RMFCX is a Hold and SWDSX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 113B vs. SWDSX (592M). SWDSX pays higher dividends than RMFCX: SWDSX (1.67) vs RMFCX (1.20). RMFCX was incepted earlier than SWDSX: RMFCX (23 years) vs SWDSX (22 years). RMFCX (0.91) and SWDSX (0.89) have similar cost to investors . RMFCX is a more actively managed with annual turnover of: 31.00 vs. SWDSX (12.00). SWDSX has a lower initial minimum investment than RMFCX: SWDSX (0) vs RMFCX (250). SWDSX annual gain was more profitable for investors over the last year : 11.65 vs. RMFCX (8.11). RMFCX return over 5 years is better than : 59.28 vs. SWDSX (50.62).
| RMFCX | SWDSX | RMFCX / SWDSX | |
| Total Expense Ratio | 0.91 | 0.89 | 102% |
| Annual Report Gross Expense Ratio | 0.91 | 0.89 | 102% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 14.779 | 12.746 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 592M | 19,088% |
| Annual Yield % from dividends | 1.20 | 1.67 | 72% |
| Returns for 1 year | 8.11 | 11.65 | 70% |
| Returns for 3 years | 43.61 | 48.78 | 89% |
| Returns for 5 years | 59.28 | 50.62 | 117% |
| Returns for 10 years | 93.90 | 22.44 | 418% |