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RMFEX vs SWLVX
RMFEX vs SWLVX Comparison
Open Charts RMFEX vs SWLVX
American Funds American Mutual R4
Price$57.56
Change-$0.03 (-0.05%)
VolumeN/A
Net Assets105.15B
Schwab ® US Large-Cap Value Index
Price$59.19
Change+$0.12 (+0.20%)
VolumeN/A
Net Assets817.95M
RMFEX vs SWLVX Comparison Chart in %
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RMFEX vs. SWLVX commentary
Jun 22, 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: 105B vs. SWLVX (818M). SWLVX pays higher dividends than RMFEX: SWLVX (1.99) vs RMFEX (1.58). 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 : 9.90 vs. RMFEX (7.41). SWLVX return over 5 years is better than : 70.37 vs. RMFEX (59.28).
| 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 | 5.602 | 3.371 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105B | 818M | 12,836% |
| Annual Yield % from dividends | 1.58 | 1.99 | 79% |
| Returns for 1 year | 7.41 | 9.90 | 75% |
| Returns for 3 years | 28.76 | 36.11 | 80% |
| Returns for 5 years | 59.28 | 70.37 | 84% |
| Returns for 10 years | 74.28 | N/A | - |
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