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RMFEX vs SWLVX
RMFEX vs SWLVX Comparison
Open Charts RMFEX vs SWLVX
American Funds American Mutual R4
Price$62.60
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets113.34B
Schwab ® US Large-Cap Value Index
Price$16.36
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets942.85M
RMFEX vs SWLVX Comparison Chart in %
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RMFEX vs. SWLVX commentary
Dec 04, 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 StrongBuy and SWLVX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 113B vs. SWLVX (943M). SWLVX pays higher dividends than RMFEX: SWLVX (1.77) vs RMFEX (1.43). 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 : 503.39 vs. RMFEX (5.83). SWLVX return over 5 years is better than : 1883.78 vs. RMFEX (55.19).
| 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 | 15.285 | 357.143 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 943M | 11,983% |
| Annual Yield % from dividends | 1.43 | 1.77 | 81% |
| Returns for 1 year | 5.83 | 503.39 | 1% |
| Returns for 3 years | 28.26 | 1120.60 | 3% |
| Returns for 5 years | 55.19 | 1883.78 | 3% |
| Returns for 10 years | 97.17 | N/A | - |
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