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RMFEX vs SWLVX
RMFEX vs SWLVX Comparison
Open Charts RMFEX vs SWLVX
American Funds American Mutual R4
Price$54.54
Change-$1.43 (-2.55%)
VolumeN/A
CapitalizationN/A
Schwab ® US Large-Cap Value Index
Price$56.86
Change-$1.56 (-2.67%)
VolumeN/A
CapitalizationN/A
RMFEX vs SWLVX Comparison Chart
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RMFEX vs. SWLVX commentary
Dec 19, 2024
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 Sell.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 98.7B vs. SWLVX (776M). SWLVX pays higher dividends than RMFEX: SWLVX (2.10) vs RMFEX (1.95). RMFEX was incepted earlier than SWLVX: RMFEX (22 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 : 18.00 vs. RMFEX (12.89). RMFEX (42.46) and SWLVX (41.64) 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 | 22 years | 7 years | - |
| Gain YTD | 11.693 | 16.649 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.7B | 776M | 12,719% |
| Annual Yield % from dividends | 1.95 | 2.10 | 93% |
| Returns for 1 year | 12.89 | 18.00 | 72% |
| Returns for 3 years | 15.13 | 20.74 | 73% |
| Returns for 5 years | 42.46 | 41.64 | 102% |
| Returns for 10 years | 67.84 | N/A | - |
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