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RMFEX vs SWDSX
RMFEX vs SWDSX Comparison
Open Charts RMFEX vs SWDSX
American Funds American Mutual R4
Price$52.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets96.51B
Schwab Dividend Equity
Price$15.85
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets502.12M
RMFEX vs SWDSX Comparison Chart
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RMFEX vs. SWDSX commentary
Apr 18, 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 RMFEX is a Buy and SWDSX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 96.5B vs. SWDSX (502M). SWDSX pays higher dividends than RMFEX: SWDSX (1.82) vs RMFEX (1.61). RMFEX was incepted earlier than SWDSX: RMFEX (23 years) vs SWDSX (22 years). SWDSX (0.88) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. SWDSX (12.00). SWDSX has a lower initial minimum investment than RMFEX: SWDSX (0) vs RMFEX (250). SWDSX annual gain was more profitable for investors over the last year : 13.49 vs. RMFEX (3.75). RMFEX return over 5 years is better than : 51.09 vs. SWDSX (45.97).
| RMFEX | SWDSX | RMFEX / SWDSX | |
| Total Expense Ratio | 0.62 | 0.88 | 70% |
| Annual Report Gross Expense Ratio | 0.62 | 0.88 | 70% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | -3.251 | -0.846 | 384% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.5B | 502M | 19,223% |
| Annual Yield % from dividends | 1.61 | 1.82 | 89% |
| Returns for 1 year | 3.75 | 13.49 | 28% |
| Returns for 3 years | 6.54 | 12.07 | 54% |
| Returns for 5 years | 51.09 | 45.97 | 111% |
| Returns for 10 years | 60.35 | 2.28 | 2,648% |
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