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RMFEX vs SWLVX
RMFEX vs SWLVX Comparison
Open Charts RMFEX vs SWLVX
American Funds American Mutual R4
Price$54.07
Change+$0.73 (+1.37%)
VolumeN/A
Net Assets97.26B
Schwab ® US Large-Cap Value Index
Price$56.21
Change+$0.69 (+1.24%)
VolumeN/A
Net Assets761.17M
RMFEX vs SWLVX Comparison Chart
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RMFEX vs. SWLVX commentary
Apr 25, 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 SWLVX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 97.3B vs. SWLVX (761M). SWLVX pays higher dividends than RMFEX: SWLVX (2.00) vs RMFEX (1.61). RMFEX was incepted earlier than SWLVX: RMFEX (23 years) vs SWLVX (7 years). RMFEX (0.62) is less costly to investors than SWLVX (0.04). RMFEX (31.00) and SWLVX (30.97) have comparable annual turnover. SWLVX has a lower initial minimum investment than RMFEX: SWLVX (0) vs RMFEX (250). SWLVX (4.26) and RMFEX (4.18) have marching annual gain over last year. SWLVX return over 5 years is better than : 71.33 vs. RMFEX (56.67).
| RMFEX | SWLVX | RMFEX / SWLVX | |
| Total Expense Ratio | 0.62 | 0.04 | 1,771% |
| Annual Report Gross Expense Ratio | 0.62 | 0.04 | 1,771% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | -1.167 | -3.039 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.3B | 761M | 12,786% |
| Annual Yield % from dividends | 1.61 | 2.00 | 81% |
| Returns for 1 year | 4.18 | 4.26 | 98% |
| Returns for 3 years | 10.64 | 14.22 | 75% |
| Returns for 5 years | 56.67 | 71.33 | 79% |
| Returns for 10 years | 61.98 | N/A | - |
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