Interact to see
Advertisement
Advertisement
FSWCX vs RMFEX
FSWCX vs RMFEX Comparison
Open Charts FSWCX vs RMFEX
Fidelity SAI US Value Index
Price$12.92
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets6.3B
American Funds American Mutual R4
Price$61.89
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets110.88B
FSWCX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSWCX vs. RMFEX commentary
Oct 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 FSWCX is a StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. FSWCX (6.3B). FSWCX pays higher dividends than RMFEX: FSWCX (2.18) vs RMFEX (1.46). FSWCX was incepted earlier than RMFEX: FSWCX (8 years) vs RMFEX (23 years). RMFEX (0.62) is less costly to investors than FSWCX (0.11). FSWCX is a more actively managed with annual turnover of: 63.00 vs. RMFEX (31.00). 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 : 5.72 vs. RMFEX (5.28). FSWCX return over 5 years is better than : 69.27 vs. RMFEX (59.52).
| 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 | 23 years | - |
| Gain YTD | 10.626 | 13.941 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.3B | 111B | 6% |
| Annual Yield % from dividends | 2.18 | 1.46 | 149% |
| Returns for 1 year | 5.72 | 5.28 | 108% |
| Returns for 3 years | 41.18 | 40.09 | 103% |
| Returns for 5 years | 69.27 | 59.52 | 116% |
| Returns for 10 years | N/A | 98.84 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement