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RMFEX vs SWDSX
RMFEX vs SWDSX Comparison
Open Charts RMFEX vs SWDSX
American Funds American Mutual R4
Price$61.64
Change+$0.38 (+0.62%)
VolumeN/A
Net Assets111.09B
Schwab Dividend Equity
Price$17.98
Change+$0.12 (+0.67%)
VolumeN/A
Net Assets585.17M
RMFEX vs SWDSX Comparison Chart in %
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RMFEX vs. SWDSX commentary
Sep 28, 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 RMFEX is a Hold and SWDSX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. SWDSX (585M). SWDSX pays higher dividends than RMFEX: SWDSX (1.73) vs RMFEX (1.49). RMFEX was incepted earlier than SWDSX: RMFEX (23 years) vs SWDSX (22 years). SWDSX (0.89) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. SWDSX (12.00). SWDSX has a lower initial minimum investment than RMFEX: SWDSX (0) vs RMFEX (250). SWDSX annual gain was more profitable for investors over the last year : 10.92 vs. RMFEX (6.73). RMFEX return over 5 years is better than : 65.70 vs. SWDSX (57.88).
| RMFEX | SWDSX | RMFEX / SWDSX | |
| Total Expense Ratio | 0.62 | 0.89 | 70% |
| Annual Report Gross Expense Ratio | 0.62 | 0.89 | 70% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 13.481 | 12.206 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 585M | 18,974% |
| Annual Yield % from dividends | 1.49 | 1.73 | 86% |
| Returns for 1 year | 6.73 | 10.92 | 62% |
| Returns for 3 years | 43.42 | 47.95 | 91% |
| Returns for 5 years | 65.70 | 57.88 | 114% |
| Returns for 10 years | 111.76 | 30.66 | 365% |
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