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RMFCX vs SWLVX
RMFCX vs SWLVX Comparison
Open Charts RMFCX vs SWLVX
American Funds American Mutual R3
Price$58.77
Change+$0.37 (+0.63%)
VolumeN/A
Net Assets107.25B
Schwab ® US Large-Cap Value Index
Price$60.69
Change+$0.24 (+0.40%)
VolumeN/A
Net Assets871.03M
RMFCX vs SWLVX Comparison Chart in %
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RMFCX vs. SWLVX commentary
Jul 01, 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 Buy and SWLVX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 107B vs. SWLVX (871M). SWLVX pays higher dividends than RMFCX: SWLVX (1.99) vs RMFCX (1.31). RMFCX was incepted earlier than SWLVX: RMFCX (23 years) vs SWLVX (8 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 : 12.44 vs. RMFCX (9.89). SWLVX return over 5 years is better than : 76.57 vs. RMFCX (59.71).
| 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 | 8 years | - |
| Gain YTD | 7.643 | 5.571 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 871M | 12,285% |
| Annual Yield % from dividends | 1.31 | 1.99 | 66% |
| Returns for 1 year | 9.89 | 12.44 | 79% |
| Returns for 3 years | 26.96 | 36.60 | 74% |
| Returns for 5 years | 59.71 | 76.57 | 78% |
| Returns for 10 years | 75.24 | N/A | - |
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