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RMFEX vs SWLVX
RMFEX vs SWLVX Comparison
Open Charts RMFEX vs SWLVX
American Funds American Mutual R4
Price$57.60
Change-$0.62 (-1.06%)
VolumeN/A
Net Assets105.48B
Schwab ® US Large-Cap Value Index
Price$59.62
Change-$0.83 (-1.37%)
VolumeN/A
Net Assets809.22M
RMFEX vs SWLVX Comparison Chart
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RMFEX vs. SWLVX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. SWLVX (809M). SWLVX pays higher dividends than RMFEX: SWLVX (2.10) vs RMFEX (1.95). RMFEX was incepted earlier than SWLVX: RMFEX (23 years) vs SWLVX (7 years). SWLVX is a more actively managed with annual turnover of: 42.00 vs. RMFEX (25.00). SWLVX has a lower initial minimum investment than RMFEX: SWLVX (0) vs RMFEX (250). SWLVX annual gain was more profitable for investors over the last year : 14.58 vs. RMFEX (11.37). SWLVX (44.28) and RMFEX (43.97) have equivalent 5 years return.
| RMFEX | SWLVX | RMFEX / SWLVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 4.880 | 4.122 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105B | 809M | 12,979% |
| Annual Yield % from dividends | 1.95 | 2.10 | 93% |
| Returns for 1 year | 11.37 | 14.58 | 78% |
| Returns for 3 years | 20.81 | 24.57 | 85% |
| Returns for 5 years | 43.97 | 44.28 | 99% |
| Returns for 10 years | 71.03 | N/A | - |