RMFEX
Price
$63.17
Change
+$0.35 (+0.56%)
Updated
Jun 12 closing price
Net Assets
116.64B
SWLVX
Price
$18.81
Change
+$0.18 (+0.97%)
Updated
Jun 12 closing price
Net Assets
1.09B
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RMFEX vs SWLVX

Header iconRMFEX vs SWLVX Comparison
Open Charts RMFEX vs SWLVXBanner chart's image
RMFEX vs SWLVX Comparison Chart in %
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RMFEX vs. SWLVX commentary
Jun 14, 2026

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 Buy.

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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 117B vs. SWLVX (1.09B). SWLVX pays higher dividends than RMFEX: SWLVX (1.59) vs RMFEX (1.45). RMFEX was incepted earlier than SWLVX: RMFEX (24 years) vs SWLVX (8 years). RMFEX (0.62) is less costly to investors than SWLVX (0.04). RMFEX is a more actively managed with annual turnover of: 30.00 vs. SWLVX (16.00). 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 : 28.44 vs. RMFEX (9.66). SWLVX return over 5 years is better than : 88.94 vs. RMFEX (36.84).
RMFEXSWLVXRMFEX / SWLVX
Total Expense Ratio0.620.041,771%
Annual Report Gross Expense Ratio0.620.041,771%
Fund Existence24 years8 years-
Gain YTD7.08915.68345%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets117B1.09B10,773%
Annual Yield % from dividends1.451.5991%
Returns for 1 year9.6628.4434%
Returns for 3 years35.7786.9141%
Returns for 5 years36.8488.9441%
Returns for 10 years102.59N/A-
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