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RMFEX vs SWDSX
RMFEX vs SWDSX Comparison
Open Charts RMFEX vs SWDSX
American Funds American Mutual R4
Price$57.41
Change+$0.39 (+0.68%)
VolumeN/A
Net Assets104.76B
Schwab Dividend Equity
Price$16.82
Change+$0.14 (+0.84%)
VolumeN/A
Net Assets536.69M
RMFEX vs SWDSX Comparison Chart
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RMFEX vs. SWDSX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. SWDSX (537M). RMFEX (1.95) and SWDSX (1.92) have matching dividends . RMFEX was incepted earlier than SWDSX: RMFEX (23 years) vs SWDSX (21 years). RMFEX is a more actively managed with annual turnover of: 25.00 vs. SWDSX (8.00). 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 : 18.46 vs. RMFEX (14.15). RMFEX return over 5 years is better than : 47.35 vs. SWDSX (21.21).
| RMFEX | SWDSX | RMFEX / SWDSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | 4.534 | 3.154 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105B | 537M | 19,553% |
| Annual Yield % from dividends | 1.95 | 1.92 | 101% |
| Returns for 1 year | 14.15 | 18.46 | 77% |
| Returns for 3 years | 17.09 | 15.27 | 112% |
| Returns for 5 years | 47.35 | 21.21 | 223% |
| Returns for 10 years | 76.58 | 9.23 | 829% |
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