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RMFEX vs SWDSX
RMFEX vs SWDSX Comparison
Open Charts RMFEX vs SWDSX
American Funds American Mutual R4
Price$60.55
Change-$1.72 (-2.76%)
VolumeN/A
Net Assets111.52B
Schwab Dividend Equity
Price$18.85
Change+$0.98 (+5.48%)
VolumeN/A
Net Assets623.17M
RMFEX vs SWDSX Comparison Chart in %
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RMFEX vs. SWDSX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. SWDSX (623M). SWDSX pays higher dividends than RMFEX: SWDSX (1.60) vs RMFEX (1.50). RMFEX was incepted earlier than SWDSX: RMFEX (24 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: 30.00 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 : 14.85 vs. RMFEX (7.80). RMFEX return over 5 years is better than : 46.45 vs. SWDSX (40.25).
| RMFEX | SWDSX | RMFEX / SWDSX | |
| Total Expense Ratio | 0.62 | 0.89 | 70% |
| Annual Report Gross Expense Ratio | 0.62 | 0.89 | 70% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 2.280 | 5.131 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 623M | 17,978% |
| Annual Yield % from dividends | 1.50 | 1.60 | 94% |
| Returns for 1 year | 7.80 | 14.85 | 53% |
| Returns for 3 years | 29.96 | 44.01 | 68% |
| Returns for 5 years | 46.45 | 40.25 | 115% |
| Returns for 10 years | 114.19 | 63.02 | 181% |
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