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RMFEX vs SWDSX
RMFEX vs SWDSX Comparison
Open Charts RMFEX vs SWDSX
American Funds American Mutual R4
Price$60.46
Change-$0.15 (-0.25%)
VolumeN/A
Net Assets109.9B
Schwab Dividend Equity
Price$17.47
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets570.41M
RMFEX vs SWDSX Comparison Chart in %
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RMFEX vs. SWDSX commentary
Aug 16, 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: 110B vs. SWDSX (570M). SWDSX pays higher dividends than RMFEX: SWDSX (1.78) vs RMFEX (1.51). 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 : 12.81 vs. RMFEX (8.10). RMFEX return over 5 years is better than : 57.34 vs. SWDSX (46.32).
| 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 | 10.922 | 9.273 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 570M | 19,298% |
| Annual Yield % from dividends | 1.51 | 1.78 | 85% |
| Returns for 1 year | 8.10 | 12.81 | 63% |
| Returns for 3 years | 23.84 | 25.61 | 93% |
| Returns for 5 years | 57.34 | 46.32 | 124% |
| Returns for 10 years | 86.04 | 13.40 | 642% |