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RMFEX vs SWDSX
RMFEX vs SWDSX Comparison
Open Charts RMFEX vs SWDSX
American Funds American Mutual R4
Price$61.97
Change-$0.71 (-1.13%)
VolumeN/A
Net Assets112.28B
Schwab Dividend Equity
Price$18.01
Change-$0.16 (-0.88%)
VolumeN/A
Net Assets594.32M
RMFEX vs SWDSX Comparison Chart in %
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RMFEX vs. SWDSX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. SWDSX (594M). SWDSX pays higher dividends than RMFEX: SWDSX (1.68) vs RMFEX (1.46). 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 : 9.89 vs. RMFEX (7.02). RMFEX return over 5 years is better than : 57.30 vs. SWDSX (46.35).
| 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 | 15.396 | 13.810 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 594M | 18,855% |
| Annual Yield % from dividends | 1.46 | 1.68 | 87% |
| Returns for 1 year | 7.02 | 9.89 | 71% |
| Returns for 3 years | 31.78 | 33.56 | 95% |
| Returns for 5 years | 57.30 | 46.35 | 124% |
| Returns for 10 years | 101.84 | 24.36 | 418% |
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