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RMFEX vs SWLVX
RMFEX vs SWLVX Comparison
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RMFEX vs SWLVX Comparison Chart in %
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RMFEX vs. SWLVX commentary
Sep 12, 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.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 117B vs. SWLVX (1.14B). SWLVX (1.47) and RMFEX (1.41) have matching dividends . RMFEX was incepted earlier than SWLVX: RMFEX (24 years) vs SWLVX (9 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 : 26.15 vs. RMFEX (5.11). SWLVX return over 5 years is better than : 99.10 vs. RMFEX (37.76).
| 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 | 24 years | 9 years | - |
| Gain YTD | 8.776 | 21.341 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.14B | 10,308% |
| Annual Yield % from dividends | 1.41 | 1.47 | 96% |
| Returns for 1 year | 5.11 | 26.15 | 20% |
| Returns for 3 years | 36.71 | 92.55 | 40% |
| Returns for 5 years | 37.76 | 99.10 | 38% |
| Returns for 10 years | 102.44 | N/A | - |
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