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RMFEX vs SWLVX
RMFEX vs SWLVX Comparison
Open Charts RMFEX vs SWLVX
American Funds American Mutual R4
Price$59.82
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
Schwab ® US Large-Cap Value Index
Price$61.68
Change+$0.34 (+0.55%)
VolumeN/A
Net Assets851.41M
RMFEX vs SWLVX Comparison Chart in %
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RMFEX vs. SWLVX commentary
Jul 07, 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 SWLVX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. SWLVX (851M). SWLVX pays higher dividends than RMFEX: SWLVX (1.92) vs RMFEX (1.53). RMFEX was incepted earlier than SWLVX: RMFEX (23 years) vs SWLVX (8 years). RMFEX (0.62) is less costly to investors than SWLVX (0.04). RMFEX (31.00) and SWLVX (30.97) have comparable annual turnover. SWLVX has a lower initial minimum investment than RMFEX: SWLVX (0) vs RMFEX (250). SWLVX annual gain was more profitable for investors over the last year : 15.00 vs. RMFEX (11.81). SWLVX return over 5 years is better than : 79.28 vs. RMFEX (64.33).
| RMFEX | SWLVX | RMFEX / SWLVX | |
| Total Expense Ratio | 0.62 | 0.04 | 1,771% |
| Annual Report Gross Expense Ratio | 0.62 | 0.04 | 1,771% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 9.748 | 7.719 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 851M | 12,808% |
| Annual Yield % from dividends | 1.53 | 1.92 | 80% |
| Returns for 1 year | 11.81 | 15.00 | 79% |
| Returns for 3 years | 30.45 | 39.38 | 77% |
| Returns for 5 years | 64.33 | 79.28 | 81% |
| Returns for 10 years | 86.20 | N/A | - |