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RMFEX vs SWLVX
RMFEX vs SWLVX Comparison
Open Charts RMFEX vs SWLVX
American Funds American Mutual R4
Price$56.11
Change+$0.29 (+0.52%)
VolumeN/A
Net Assets103.41B
Schwab ® US Large-Cap Value Index
Price$59.24
Change+$0.39 (+0.66%)
VolumeN/A
Net Assets793.47M
RMFEX vs SWLVX Comparison Chart
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RMFEX vs. SWLVX commentary
Jan 19, 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: 103B vs. SWLVX (793M). SWLVX pays higher dividends than RMFEX: SWLVX (2.10) vs RMFEX (1.95). RMFEX was incepted earlier than SWLVX: RMFEX (23 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 : 19.57 vs. RMFEX (12.78). SWLVX return over 5 years is better than : 42.36 vs. RMFEX (39.96).
| RMFEX | SWLVX | RMFEX / SWLVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 2.167 | 3.458 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103B | 793M | 12,989% |
| Annual Yield % from dividends | 1.95 | 2.10 | 93% |
| Returns for 1 year | 12.78 | 19.57 | 65% |
| Returns for 3 years | 13.63 | 18.75 | 73% |
| Returns for 5 years | 39.96 | 42.36 | 94% |
| Returns for 10 years | 71.41 | N/A | - |
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