Interact to see
Advertisement
Advertisement
RMFEX vs SWDSX
RMFEX vs SWDSX Comparison
Open Charts RMFEX vs SWDSX
American Funds American Mutual R4
Price$59.44
Change+$0.11 (+0.19%)
VolumeN/A
Net Assets108.21B
Schwab Dividend Equity
Price$17.32
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets559.72M
RMFEX vs SWDSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RMFEX vs. SWDSX commentary
Jul 03, 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: 108B vs. SWDSX (560M). SWDSX pays higher dividends than RMFEX: SWDSX (1.78) vs RMFEX (1.53). RMFEX was incepted earlier than SWDSX: RMFEX (23 years) vs SWDSX (22 years). SWDSX (0.89) 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 : 17.42 vs. RMFEX (11.12). RMFEX return over 5 years is better than : 62.44 vs. SWDSX (53.67).
| RMFEX | SWDSX | RMFEX / SWDSX | |
| Total Expense Ratio | 0.62 | 0.89 | 70% |
| Annual Report Gross Expense Ratio | 0.62 | 0.89 | 70% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 8.482 | 7.339 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 560M | 19,286% |
| Annual Yield % from dividends | 1.53 | 1.78 | 86% |
| Returns for 1 year | 11.12 | 17.42 | 64% |
| Returns for 3 years | 28.95 | 32.22 | 90% |
| Returns for 5 years | 62.44 | 53.67 | 116% |
| Returns for 10 years | 83.30 | 11.65 | 715% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| AEUR.X | 1.130086 | -0.006936 | -0.61% |
| Anchored Coins AEUR cryptocurrency | |||
| ZRX.X | 0.208475 | -0.009735 | -4.46% |
| 0x Protocol cryptocurrency | |||
| MLN.X | 6.737952 | -0.354650 | -5.00% |
| Enzyme cryptocurrency | |||
| ARB.X | 0.327277 | -0.018144 | -5.25% |
| Arbitrum cryptocurrency | |||
| RGT.X | 0.066594 | -0.004687 | -6.57% |
| Rari Governance Token cryptocurrency | |||