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RMFEX vs SWDSX
RMFEX vs SWDSX Comparison
Open Charts RMFEX vs SWDSX
American Funds American Mutual R4
Price$57.50
Change-$0.33 (-0.57%)
VolumeN/A
Net Assets105.79B
RMFEX vs SWDSX Comparison Chart
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RMFEX vs. SWDSX commentary
Mar 04, 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: 106B vs. SWDSX (541M). RMFEX (1.95) and SWDSX (1.92) have matching dividends . RMFEX was incepted earlier than SWDSX: RMFEX (23 years) vs SWDSX (22 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 : 18.32 vs. RMFEX (11.63). RMFEX return over 5 years is better than : 60.84 vs. SWDSX (37.62).
| RMFEX | SWDSX | RMFEX / SWDSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 5.299 | 5.257 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 541M | 19,593% |
| Annual Yield % from dividends | 1.95 | 1.92 | 101% |
| Returns for 1 year | 11.63 | 18.32 | 63% |
| Returns for 3 years | 20.86 | 21.91 | 95% |
| Returns for 5 years | 60.84 | 37.62 | 162% |
| Returns for 10 years | 72.99 | 7.53 | 969% |