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RMFEX vs SWDSX
RMFEX vs SWDSX Comparison
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RMFEX vs SWDSX Comparison Chart in %
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RMFEX vs. SWDSX commentary
Jun 20, 2026
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 Hold and SWDSX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 117B vs. SWDSX (633M). SWDSX pays higher dividends than RMFEX: SWDSX (1.59) vs RMFEX (1.45). RMFEX was incepted earlier than SWDSX: RMFEX (24 years) vs SWDSX (23 years). SWDSX (0.89) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 30.00 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 : 15.08 vs. RMFEX (10.77). RMFEX return over 5 years is better than : 40.48 vs. SWDSX (29.88).
| RMFEX | SWDSX | RMFEX / SWDSX | |
| Total Expense Ratio | 0.62 | 0.89 | 70% |
| Annual Report Gross Expense Ratio | 0.62 | 0.89 | 70% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 6.836 | 6.709 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 633M | 18,483% |
| Annual Yield % from dividends | 1.45 | 1.59 | 91% |
| Returns for 1 year | 10.77 | 15.08 | 71% |
| Returns for 3 years | 29.65 | 42.42 | 70% |
| Returns for 5 years | 40.48 | 29.88 | 135% |
| Returns for 10 years | 101.83 | 47.69 | 214% |
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