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FSWCX vs RMFEX
FSWCX vs RMFEX Comparison
Open Charts FSWCX vs RMFEX
Fidelity SAI US Value Index
Price$13.87
Change+$0.84 (+6.45%)
VolumeN/A
Net Assets7.18B
American Funds American Mutual R4
Price$60.55
Change-$1.72 (-2.76%)
VolumeN/A
Net Assets111.52B
FSWCX vs RMFEX Comparison Chart in %
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FSWCX vs. RMFEX commentary
Feb 05, 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 FSWCX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. FSWCX (7.18B). FSWCX pays higher dividends than RMFEX: FSWCX (2.13) vs RMFEX (1.50). FSWCX was incepted earlier than RMFEX: FSWCX (8 years) vs RMFEX (24 years). RMFEX (0.62) is less costly to investors than FSWCX (0.11). FSWCX is a more actively managed with annual turnover of: 61.00 vs. RMFEX (30.00). FSWCX has a lower initial minimum investment than RMFEX: FSWCX (0) vs RMFEX (250). FSWCX annual gain was more profitable for investors over the last year : 17.28 vs. RMFEX (7.80). FSWCX return over 5 years is better than : 52.00 vs. RMFEX (46.45).
| FSWCX | RMFEX | FSWCX / RMFEX | |
| Total Expense Ratio | 0.11 | 0.62 | 18% |
| Annual Report Gross Expense Ratio | 0.11 | 0.62 | 18% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 3.123 | 2.280 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.18B | 112B | 6% |
| Annual Yield % from dividends | 2.13 | 1.50 | 142% |
| Returns for 1 year | 17.28 | 7.80 | 221% |
| Returns for 3 years | 31.66 | 29.96 | 106% |
| Returns for 5 years | 52.00 | 46.45 | 112% |
| Returns for 10 years | N/A | 114.19 | - |
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