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RMFEX vs SWDSX
RMFEX vs SWDSX Comparison
Open Charts RMFEX vs SWDSX
American Funds American Mutual R4
Price$58.02
Change+$0.32 (+0.55%)
VolumeN/A
Net Assets105.22B
Schwab Dividend Equity
Price$16.96
Change+$0.10 (+0.59%)
VolumeN/A
Net Assets539.11M
RMFEX vs SWDSX Comparison Chart
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RMFEX vs. SWDSX commentary
Jun 07, 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: 105B vs. SWDSX (539M). SWDSX pays higher dividends than RMFEX: SWDSX (1.79) vs RMFEX (1.58). 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 : 15.23 vs. RMFEX (9.37). RMFEX return over 5 years is better than : 54.01 vs. SWDSX (38.42).
| 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 | 6.053 | 4.745 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105B | 539M | 19,481% |
| Annual Yield % from dividends | 1.58 | 1.79 | 88% |
| Returns for 1 year | 9.37 | 15.23 | 62% |
| Returns for 3 years | 18.90 | 20.82 | 91% |
| Returns for 5 years | 54.01 | 38.42 | 141% |
| Returns for 10 years | 77.06 | 8.30 | 928% |
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