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RMFEX vs SWLVX
RMFEX vs SWLVX Comparison
Open Charts RMFEX vs SWLVX
RMFEX vs SWLVX Comparison Chart in %
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RMFEX vs. SWLVX commentary
Aug 22, 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 Hold and SWLVX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 118B vs. SWLVX (1.14B). SWLVX pays higher dividends than RMFEX: SWLVX (1.50) vs RMFEX (1.41). 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 : 30.59 vs. RMFEX (8.93). SWLVX return over 5 years is better than : 100.12 vs. RMFEX (38.44).
| 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 | 10.323 | 22.694 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 1.14B | 10,315% |
| Annual Yield % from dividends | 1.41 | 1.50 | 94% |
| Returns for 1 year | 8.93 | 30.59 | 29% |
| Returns for 3 years | 39.36 | 96.39 | 41% |
| Returns for 5 years | 38.44 | 100.12 | 38% |
| Returns for 10 years | 99.92 | N/A | - |
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