Interact to see
Advertisement
Advertisement
RMFCX vs SWDSX
RMFCX vs SWDSX Comparison
Open Charts RMFCX vs SWDSX
RMFCX vs SWDSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RMFCX vs. SWDSX commentary
Jun 20, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 117B vs. SWDSX (633M). SWDSX pays higher dividends than RMFCX: SWDSX (1.59) vs RMFCX (1.19). RMFCX was incepted earlier than SWDSX: RMFCX (24 years) vs SWDSX (23 years). RMFCX (0.91) and SWDSX (0.89) have similar cost to investors . RMFCX is a more actively managed with annual turnover of: 30.00 vs. SWDSX (8.00). 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 : 15.08 vs. RMFCX (10.38). RMFCX return over 5 years is better than : 38.29 vs. SWDSX (29.88).
| RMFCX | SWDSX | RMFCX / SWDSX | |
| Total Expense Ratio | 0.91 | 0.89 | 102% |
| Annual Report Gross Expense Ratio | 0.91 | 0.89 | 102% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 6.676 | 6.709 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 633M | 18,483% |
| Annual Yield % from dividends | 1.19 | 1.59 | 75% |
| Returns for 1 year | 10.38 | 15.08 | 69% |
| Returns for 3 years | 29.22 | 42.42 | 69% |
| Returns for 5 years | 38.29 | 29.88 | 128% |
| Returns for 10 years | 93.62 | 47.69 | 196% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FDNRX | 195.31 | 5.42 | +2.85% |
| Franklin DynaTech R | |||
| IAFLX | 22.33 | 0.41 | +1.87% |
| F/m Investments Large Cap Focused Inst | |||
| GSUSX | 53.83 | 0.56 | +1.05% |
| Goldman Sachs US Equity Insights C | |||
| GRINX | 25.03 | 0.24 | +0.97% |
| Victory Diversified Stock R | |||
| CDEYX | 20.93 | 0.02 | +0.10% |
| Columbia Intrinsic Value Institutional 3 | |||