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RMFEX vs SWDSX
RMFEX vs SWDSX Comparison
Open Charts RMFEX vs SWDSX
American Funds American Mutual R4
Price$61.89
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets110.88B
Schwab Dividend Equity
Price$17.87
Change+$0.13 (+0.73%)
VolumeN/A
Net Assets586.53M
RMFEX vs SWDSX Comparison Chart in %
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RMFEX vs. SWDSX commentary
Oct 19, 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: 111B vs. SWDSX (587M). SWDSX pays higher dividends than RMFEX: SWDSX (1.67) 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 : 7.56 vs. RMFEX (5.28). RMFEX return over 5 years is better than : 59.52 vs. SWDSX (49.18).
| 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 | 13.941 | 11.931 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 587M | 18,910% |
| Annual Yield % from dividends | 1.46 | 1.67 | 88% |
| Returns for 1 year | 5.28 | 7.56 | 70% |
| Returns for 3 years | 40.09 | 42.79 | 94% |
| Returns for 5 years | 59.52 | 49.18 | 121% |
| Returns for 10 years | 98.84 | 21.63 | 457% |
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