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RMFEX vs SWDSX
RMFEX vs SWDSX Comparison
Open Charts RMFEX vs SWDSX
American Funds American Mutual R4
Price$59.52
Change-$0.36 (-0.60%)
VolumeN/A
CapitalizationN/A
Schwab Dividend Equity
Price$16.92
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
RMFEX vs SWDSX Comparison Chart
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RMFEX vs. SWDSX commentary
Nov 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 106B vs. SWDSX (565M). 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 : 31.25 vs. RMFEX (26.67). RMFEX return over 5 years is better than : 52.43 vs. SWDSX (17.27).
| 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 | 19.323 | 21.084 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 565M | 18,761% |
| Annual Yield % from dividends | 1.95 | 1.92 | 101% |
| Returns for 1 year | 26.67 | 31.25 | 85% |
| Returns for 3 years | 19.30 | 2.77 | 697% |
| Returns for 5 years | 52.43 | 17.27 | 304% |
| Returns for 10 years | 76.27 | -4.62 | -1,652% |
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