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RMFCX vs SWLVX
RMFCX vs SWLVX Comparison
Open Charts RMFCX vs SWLVX
American Funds American Mutual R3
Price$58.23
Change-$0.50 (-0.85%)
VolumeN/A
CapitalizationN/A
Schwab ® US Large-Cap Value Index
Price$60.98
Change-$0.24 (-0.39%)
VolumeN/A
CapitalizationN/A
RMFCX vs SWLVX Comparison Chart
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RMFCX vs. SWLVX commentary
Nov 18, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 104B vs. SWLVX (786M). SWLVX pays higher dividends than RMFCX: SWLVX (2.10) vs RMFCX (1.69). RMFCX was incepted earlier than SWLVX: RMFCX (22 years) vs SWLVX (7 years). SWLVX is a more actively managed with annual turnover of: 42.00 vs. RMFCX (25.00). 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 : 27.80 vs. RMFCX (21.31). SWLVX return over 5 years is better than : 47.41 vs. RMFCX (44.92).
| RMFCX | SWLVX | RMFCX / SWLVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 7 years | - |
| Gain YTD | 16.440 | 18.638 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104B | 786M | 13,232% |
| Annual Yield % from dividends | 1.69 | 2.10 | 81% |
| Returns for 1 year | 21.31 | 27.80 | 77% |
| Returns for 3 years | 15.46 | 16.86 | 92% |
| Returns for 5 years | 44.92 | 47.41 | 95% |
| Returns for 10 years | 65.01 | N/A | - |
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