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RMEBX vs SWDSX
RMEBX vs SWDSX Comparison
Open Charts RMEBX vs SWDSX
American Funds American Mutual R2E
Price$59.79
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
Schwab Dividend Equity
Price$17.43
Change+$0.11 (+0.64%)
VolumeN/A
Net Assets563.47M
RMEBX vs SWDSX Comparison Chart in %
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RMEBX vs. SWDSX commentary
Jul 08, 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: 109B vs. SWDSX (563M). SWDSX pays higher dividends than RMEBX: SWDSX (1.78) vs RMEBX (1.12). 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 : 18.35 vs. RMEBX (11.31). RMEBX return over 5 years is better than : 60.65 vs. SWDSX (55.73).
| 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 | 9.495 | 8.774 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 563M | 19,361% |
| Annual Yield % from dividends | 1.12 | 1.78 | 63% |
| Returns for 1 year | 11.31 | 18.35 | 62% |
| Returns for 3 years | 28.70 | 33.99 | 84% |
| Returns for 5 years | 60.65 | 55.73 | 109% |
| Returns for 10 years | 77.57 | 13.61 | 570% |