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RMFCX vs SWLVX
RMFCX vs SWLVX Comparison
Open Charts RMFCX vs SWLVX
American Funds American Mutual R3
Price$54.14
Change-$1.81 (-3.24%)
VolumeN/A
Net Assets102.75B
Schwab ® US Large-Cap Value Index
Price$56.35
Change-$2.46 (-4.18%)
VolumeN/A
Net Assets812.85M
RMFCX vs SWLVX Comparison Chart
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RMFCX vs. SWLVX commentary
Apr 04, 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 StrongBuy and SWLVX is a Hold.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 103B vs. SWLVX (813M). SWLVX pays higher dividends than RMFCX: SWLVX (2.00) vs RMFCX (1.34). RMFCX was incepted earlier than SWLVX: RMFCX (23 years) vs SWLVX (7 years). RMFCX (0.91) is less costly to investors than SWLVX (0.04). RMFCX (31.00) and SWLVX (30.97) have comparable annual turnover. SWLVX has a lower initial minimum investment than RMFCX: SWLVX (0) vs RMFCX (250). SWLVX annual gain was more profitable for investors over the last year : 8.24 vs. RMFCX (6.77). SWLVX return over 5 years is better than : 103.80 vs. RMFCX (76.10).
| RMFCX | SWLVX | RMFCX / SWLVX | |
| Total Expense Ratio | 0.91 | 0.04 | 2,600% |
| Annual Report Gross Expense Ratio | 0.91 | 0.04 | 2,600% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 2.814 | 2.707 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103B | 813M | 12,669% |
| Annual Yield % from dividends | 1.34 | 2.00 | 67% |
| Returns for 1 year | 6.77 | 8.24 | 82% |
| Returns for 3 years | 11.46 | 17.77 | 64% |
| Returns for 5 years | 76.10 | 103.80 | 73% |
| Returns for 10 years | 64.62 | N/A | - |