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RMEBX vs SWDSX
RMEBX vs SWDSX Comparison
Open Charts RMEBX vs SWDSX
American Funds American Mutual R2E
Price$57.84
Change-$0.46 (-0.79%)
VolumeN/A
Net Assets105.76B
Schwab Dividend Equity
Price$16.91
Change-$0.15 (-0.88%)
VolumeN/A
Net Assets542.87M
RMEBX vs SWDSX Comparison Chart
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RMEBX vs. SWDSX commentary
Jun 16, 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 RMEBX is a Buy and SWDSX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 106B vs. SWDSX (543M). SWDSX pays higher dividends than RMEBX: SWDSX (1.79) vs RMEBX (1.16). RMEBX was incepted earlier than SWDSX: RMEBX (11 years) vs SWDSX (22 years). RMEBX (1.07) is less costly to investors than SWDSX (0.89). RMEBX is a more actively managed with annual turnover of: 31.00 vs. SWDSX (12.00). SWDSX has a lower initial minimum investment than RMEBX: SWDSX (0) vs RMEBX (250). SWDSX annual gain was more profitable for investors over the last year : 15.65 vs. RMEBX (8.54). RMEBX return over 5 years is better than : 58.69 vs. SWDSX (49.28).
| RMEBX | SWDSX | RMEBX / SWDSX | |
| Total Expense Ratio | 1.07 | 0.89 | 120% |
| Annual Report Gross Expense Ratio | 1.07 | 0.89 | 120% |
| Fund Existence | 11 years | 22 years | - |
| Gain YTD | 5.923 | 5.056 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 543M | 19,521% |
| Annual Yield % from dividends | 1.16 | 1.79 | 65% |
| Returns for 1 year | 8.54 | 15.65 | 55% |
| Returns for 3 years | 27.89 | 32.21 | 87% |
| Returns for 5 years | 58.69 | 49.28 | 119% |
| Returns for 10 years | 68.22 | 7.43 | 919% |
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