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RMFEX vs SWDSX
RMFEX vs SWDSX Comparison
Open Charts RMFEX vs SWDSX
American Funds American Mutual R4
Price$60.41
Change-$0.05 (-0.08%)
VolumeN/A
Net Assets109.61B
Schwab Dividend Equity
Price$17.53
Change+$0.07 (+0.40%)
VolumeN/A
Net Assets569.29M
RMFEX vs SWDSX Comparison Chart in %
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RMFEX vs. SWDSX commentary
Aug 20, 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: 110B vs. SWDSX (569M). SWDSX pays higher dividends than RMFEX: SWDSX (1.78) vs RMFEX (1.51). 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 : 12.13 vs. RMFEX (7.90). RMFEX return over 5 years is better than : 58.15 vs. SWDSX (47.16).
| 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 | 10.830 | 8.961 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 569M | 19,332% |
| Annual Yield % from dividends | 1.51 | 1.78 | 85% |
| Returns for 1 year | 7.90 | 12.13 | 65% |
| Returns for 3 years | 24.90 | 26.37 | 94% |
| Returns for 5 years | 58.15 | 47.16 | 123% |
| Returns for 10 years | 95.68 | 20.74 | 461% |
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