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RMFEX vs SWDSX
RMFEX vs SWDSX Comparison
Open Charts RMFEX vs SWDSX
American Funds American Mutual R4
Price$59.82
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
RMFEX vs SWDSX Comparison Chart in %
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RMFEX 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 RMFEX is a Buy and SWDSX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. SWDSX (563M). SWDSX pays higher dividends than RMFEX: SWDSX (1.78) vs RMFEX (1.53). 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 : 18.35 vs. RMFEX (11.81). RMFEX return over 5 years is better than : 64.33 vs. SWDSX (55.73).
| 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 | 9.748 | 8.774 | 111% |
| 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 | 1.53 | 1.78 | 86% |
| Returns for 1 year | 11.81 | 18.35 | 64% |
| Returns for 3 years | 30.45 | 33.99 | 90% |
| Returns for 5 years | 64.33 | 55.73 | 115% |
| Returns for 10 years | 86.20 | 13.61 | 633% |
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