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RMFEX vs SWLVX
RMFEX vs SWLVX Comparison
Open Charts RMFEX vs SWLVX
American Funds American Mutual R4
Price$62.58
Change+$0.10 (+0.16%)
VolumeN/A
Net Assets112.47B
Schwab ® US Large-Cap Value Index
Price$16.10
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets917.03M
RMFEX vs SWLVX Comparison Chart in %
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RMFEX vs. SWLVX commentary
Oct 07, 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 Hold and SWLVX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. SWLVX (917M). SWLVX pays higher dividends than RMFEX: SWLVX (1.83) vs RMFEX (1.46). 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 : 521.27 vs. RMFEX (7.77). SWLVX return over 5 years is better than : 2060.14 vs. RMFEX (63.30).
| 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 | 15.212 | 349.319 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 917M | 12,214% |
| Annual Yield % from dividends | 1.46 | 1.83 | 80% |
| Returns for 1 year | 7.77 | 521.27 | 1% |
| Returns for 3 years | 45.19 | 1273.24 | 4% |
| Returns for 5 years | 63.30 | 2060.14 | 3% |
| Returns for 10 years | 101.97 | N/A | - |
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