RMFCX
Price
$63.12
Change
+$0.45 (+0.72%)
Updated
Sep 21 closing price
Net Assets
117.47B
SWDSX
Price
$19.61
Change
+$0.04 (+0.20%)
Updated
Sep 21 closing price
Net Assets
661.66M
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RMFCX vs SWDSX

RMFCX vs SWDSX Comparison Chart in %
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RMFCX vs. SWDSX commentary
Sep 22, 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.

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FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 117B vs. SWDSX (662M). SWDSX pays higher dividends than RMFCX: SWDSX (1.50) vs RMFCX (1.15). 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 : 11.27 vs. RMFCX (4.16). RMFCX return over 5 years is better than : 36.35 vs. SWDSX (28.50).
RMFCXSWDSXRMFCX / SWDSX
Total Expense Ratio0.910.89102%
Annual Report Gross Expense Ratio0.910.89102%
Fund Existence24 years23 years-
Gain YTD8.18810.04682%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets117B662M17,674%
Annual Yield % from dividends1.151.5077%
Returns for 1 year4.1611.2737%
Returns for 3 years37.6455.4768%
Returns for 5 years36.3528.50128%
Returns for 10 years91.0548.08189%
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