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RMFEX vs SWLVX
RMFEX vs SWLVX Comparison
Open Charts RMFEX vs SWLVX
American Funds American Mutual R4
Price$59.40
Change-$0.50 (-0.83%)
VolumeN/A
Net Assets109.13B
Schwab ® US Large-Cap Value Index
Price$60.65
Change-$0.76 (-1.24%)
VolumeN/A
Net Assets855.57M
RMFEX vs SWLVX Comparison Chart in %
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RMFEX vs. SWLVX commentary
Jul 16, 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 Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. SWLVX (856M). SWLVX pays higher dividends than RMFEX: SWLVX (1.92) vs RMFEX (1.53). RMFEX was incepted earlier than SWLVX: RMFEX (23 years) vs SWLVX (8 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 : 11.22 vs. RMFEX (8.89). SWLVX return over 5 years is better than : 72.61 vs. RMFEX (59.54).
| 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 | 8 years | - |
| Gain YTD | 8.977 | 7.248 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 856M | 12,734% |
| Annual Yield % from dividends | 1.53 | 1.92 | 80% |
| Returns for 1 year | 8.89 | 11.22 | 79% |
| Returns for 3 years | 31.02 | 39.47 | 79% |
| Returns for 5 years | 59.54 | 72.61 | 82% |
| Returns for 10 years | 81.74 | N/A | - |
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