Ad is loading...
RMFEX vs SWLVX
RMFEX vs SWLVX Comparison
Open Charts RMFEX vs SWLVX
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
Schwab ® US Large-Cap Value Index
Price$56.35
Change-$2.46 (-4.18%)
VolumeN/A
Net Assets812.85M
RMFEX vs SWLVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RMFEX vs. SWLVX commentary
Apr 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 StrongBuy and SWLVX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. SWLVX (813M). 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 annual gain was more profitable for investors over the last year : 8.24 vs. RMFEX (7.10). SWLVX return over 5 years is better than : 103.80 vs. RMFEX (78.86).
| 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 | 2.891 | 2.707 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103B | 813M | 12,669% |
| Annual Yield % from dividends | 1.61 | 2.00 | 81% |
| Returns for 1 year | 7.10 | 8.24 | 86% |
| Returns for 3 years | 12.51 | 17.77 | 70% |
| Returns for 5 years | 78.86 | 103.80 | 76% |
| Returns for 10 years | 70.99 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers