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RMFEX vs SWLVX
RMFEX vs SWLVX Comparison
Open Charts RMFEX vs SWLVX
American Funds American Mutual R4
Price$60.55
Change-$1.72 (-2.76%)
VolumeN/A
Net Assets111.52B
Schwab ® US Large-Cap Value Index
Price$17.16
Change+$1.18 (+7.38%)
VolumeN/A
Net Assets998.86M
RMFEX vs SWLVX Comparison Chart in %
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RMFEX vs. SWLVX commentary
Feb 04, 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 Buy and SWLVX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. SWLVX (999M). SWLVX pays higher dividends than RMFEX: SWLVX (1.73) vs RMFEX (1.50). RMFEX was incepted earlier than SWLVX: RMFEX (24 years) vs SWLVX (8 years). RMFEX (0.62) is less costly to investors than SWLVX (0.04). SWLVX (30.97) and RMFEX (30.00) 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 : 17.13 vs. RMFEX (7.80). SWLVX return over 5 years is better than : 98.18 vs. RMFEX (46.45).
| 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 | 24 years | 8 years | - |
| Gain YTD | 2.280 | 5.535 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 999M | 11,211% |
| Annual Yield % from dividends | 1.50 | 1.73 | 87% |
| Returns for 1 year | 7.80 | 17.13 | 46% |
| Returns for 3 years | 29.96 | 67.00 | 45% |
| Returns for 5 years | 46.45 | 98.18 | 47% |
| Returns for 10 years | 114.19 | N/A | - |
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