RMFEX
Price
$62.40
Change
+$0.51 (+0.82%)
Updated
Oct 20 closing price
Net Assets
111.18B
SWLVX
Price
$16.08
Change
+$0.16 (+1.01%)
Updated
Oct 20 closing price
Net Assets
918.67M
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RMFEX vs SWLVX

Header iconRMFEX vs SWLVX Comparison
Open Charts RMFEX vs SWLVXBanner chart's image
American Funds American Mutual R4
Price$62.40
Change+$0.51 (+0.82%)
VolumeN/A
Net Assets111.18B
Schwab ® US Large-Cap Value Index
Price$16.08
Change+$0.16 (+1.01%)
VolumeN/A
Net Assets918.67M
RMFEX vs SWLVX Comparison Chart in %
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RMFEX vs. SWLVX commentary
Oct 21, 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 Hold.

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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. SWLVX (919M). SWLVX pays higher dividends than RMFEX: SWLVX (1.83) vs RMFEX (1.46). 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 : 503.80 vs. RMFEX (5.28). SWLVX return over 5 years is better than : 2009.93 vs. RMFEX (59.52).
RMFEXSWLVXRMFEX / SWLVX
Total Expense Ratio0.620.041,771%
Annual Report Gross Expense Ratio0.620.041,771%
Fund Existence23 years8 years-
Gain YTD13.941344.8484%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets111B919M12,078%
Annual Yield % from dividends1.461.8380%
Returns for 1 year5.28503.801%
Returns for 3 years40.091222.053%
Returns for 5 years59.522009.933%
Returns for 10 years98.84N/A-
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