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DTLVX vs RMFEX
DTLVX vs RMFEX Comparison
Open Charts DTLVX vs RMFEX
Wilshire Large Company Value Invmt
Price$21.69
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets160.96M
American Funds American Mutual R4
Price$57.28
Change+$0.17 (+0.30%)
VolumeN/A
Net Assets104.55B
DTLVX vs RMFEX Comparison Chart
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DTLVX vs. RMFEX commentary
Jun 02, 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 DTLVX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. DTLVX (161M). RMFEX pays higher dividends than DTLVX: RMFEX (1.58) vs DTLVX (0.73). DTLVX was incepted earlier than RMFEX: DTLVX (33 years) vs RMFEX (23 years). DTLVX (1.31) is less costly to investors than RMFEX (0.62). DTLVX is a more actively managed with annual turnover of: 38.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than DTLVX: RMFEX (250) vs DTLVX (1000). RMFEX annual gain was more profitable for investors over the last year : 9.58 vs. DTLVX (2.40). RMFEX return over 5 years is better than : 58.48 vs. DTLVX (39.96).
| DTLVX | RMFEX | DTLVX / RMFEX | |
| Total Expense Ratio | 1.30 | 0.62 | 210% |
| Annual Report Gross Expense Ratio | 1.31 | 0.62 | 211% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 2.456 | 4.700 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 105B | 0% |
| Annual Yield % from dividends | 0.73 | 1.58 | 46% |
| Returns for 1 year | 2.40 | 9.58 | 25% |
| Returns for 3 years | 7.43 | 18.21 | 41% |
| Returns for 5 years | 39.96 | 58.48 | 68% |
| Returns for 10 years | 10.74 | 72.47 | 15% |
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