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RMFEX vs SWDSX
RMFEX vs SWDSX Comparison
Open Charts RMFEX vs SWDSX
American Funds American Mutual R4
Price$54.54
Change-$1.43 (-2.55%)
VolumeN/A
CapitalizationN/A
Schwab Dividend Equity
Price$16.08
Change-$0.42 (-2.55%)
VolumeN/A
CapitalizationN/A
RMFEX vs SWDSX Comparison Chart
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RMFEX vs. SWDSX commentary
Dec 19, 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 RMFEX is a Buy and SWDSX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 98.7B vs. SWDSX (529M). RMFEX (1.95) and SWDSX (1.92) have matching dividends . RMFEX was incepted earlier than SWDSX: RMFEX (22 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 : 21.56 vs. RMFEX (12.89). RMFEX return over 5 years is better than : 42.46 vs. SWDSX (19.58).
| RMFEX | SWDSX | RMFEX / SWDSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 21 years | - |
| Gain YTD | 11.693 | 20.531 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.7B | 529M | 18,658% |
| Annual Yield % from dividends | 1.95 | 1.92 | 101% |
| Returns for 1 year | 12.89 | 21.56 | 60% |
| Returns for 3 years | 15.13 | 16.67 | 91% |
| Returns for 5 years | 42.46 | 19.58 | 217% |
| Returns for 10 years | 67.84 | 7.19 | 943% |
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