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RMFEX vs SWDSX
RMFEX vs SWDSX Comparison
Open Charts RMFEX vs SWDSX
American Funds American Mutual R4
Price$60.79
Change+$0.27 (+0.45%)
VolumeN/A
Net Assets110.54B
Schwab Dividend Equity
Price$17.39
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets564.17M
RMFEX vs SWDSX Comparison Chart in %
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RMFEX vs. SWDSX commentary
Jul 28, 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: 111B vs. SWDSX (564M). 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 : 14.94 vs. RMFEX (11.74). RMFEX return over 5 years is better than : 62.99 vs. SWDSX (50.84).
| 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 | 11.527 | 8.524 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 564M | 19,681% |
| Annual Yield % from dividends | 1.53 | 1.78 | 86% |
| Returns for 1 year | 11.74 | 14.94 | 79% |
| Returns for 3 years | 32.08 | 33.20 | 97% |
| Returns for 5 years | 62.99 | 50.84 | 124% |
| Returns for 10 years | 88.96 | 13.28 | 670% |
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