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RMFEX vs SWDSX
RMFEX vs SWDSX Comparison
Open Charts RMFEX vs SWDSX
American Funds American Mutual R4
Price$60.45
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets111.52B
Schwab Dividend Equity
Price$18.43
Change+$0.08 (+0.44%)
VolumeN/A
Net Assets611.22M
RMFEX vs SWDSX Comparison Chart in %
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RMFEX vs. SWDSX commentary
Jan 15, 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 Hold and SWDSX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. SWDSX (611M). SWDSX pays higher dividends than RMFEX: SWDSX (1.67) vs RMFEX (1.53). 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: 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 : 16.41 vs. RMFEX (12.27). RMFEX return over 5 years is better than : 45.82 vs. SWDSX (35.04).
| 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 | 2.061 | 2.342 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 611M | 18,331% |
| Annual Yield % from dividends | 1.53 | 1.67 | 92% |
| Returns for 1 year | 12.27 | 16.41 | 75% |
| Returns for 3 years | 29.20 | 40.09 | 73% |
| Returns for 5 years | 45.82 | 35.04 | 131% |
| Returns for 10 years | 118.40 | 56.01 | 211% |
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