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RMFCX vs SWLVX
RMFCX vs SWLVX Comparison
Open Charts RMFCX vs SWLVX
American Funds American Mutual R3
Price$57.52
Change-$0.44 (-0.76%)
VolumeN/A
Net Assets105.76B
Schwab ® US Large-Cap Value Index
Price$59.03
Change-$0.60 (-1.01%)
VolumeN/A
Net Assets815.54M
RMFCX vs SWLVX Comparison Chart
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RMFCX vs. SWLVX commentary
Jun 15, 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 RMFCX is a Buy and SWLVX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 106B vs. SWLVX (816M). SWLVX pays higher dividends than RMFCX: SWLVX (1.99) vs RMFCX (1.31). RMFCX was incepted earlier than SWLVX: RMFCX (23 years) vs SWLVX (7 years). RMFCX (0.91) is less costly to investors than SWLVX (0.04). RMFCX (31.00) and SWLVX (30.97) have comparable annual turnover. SWLVX has a lower initial minimum investment than RMFCX: SWLVX (0) vs RMFCX (250). SWLVX annual gain was more profitable for investors over the last year : 10.26 vs. RMFCX (8.70). SWLVX return over 5 years is better than : 70.83 vs. RMFCX (59.85).
| RMFCX | SWLVX | RMFCX / SWLVX | |
| Total Expense Ratio | 0.91 | 0.04 | 2,600% |
| Annual Report Gross Expense Ratio | 0.91 | 0.04 | 2,600% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 6.021 | 3.091 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 816M | 12,990% |
| Annual Yield % from dividends | 1.31 | 1.99 | 66% |
| Returns for 1 year | 8.70 | 10.26 | 85% |
| Returns for 3 years | 28.43 | 35.50 | 80% |
| Returns for 5 years | 59.85 | 70.83 | 84% |
| Returns for 10 years | 69.75 | N/A | - |
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