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DTLVX vs RMFEX
DTLVX vs RMFEX Comparison
Open Charts DTLVX vs RMFEX
Wilshire Large Company Value Invmt
Price$20.52
Change-$0.97 (-4.51%)
VolumeN/A
Net Assets162.37M
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
DTLVX vs RMFEX Comparison Chart
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DTLVX vs. RMFEX commentary
Apr 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 DTLVX is a Hold and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. DTLVX (162M). RMFEX pays higher dividends than DTLVX: RMFEX (1.61) vs DTLVX (0.74). DTLVX was incepted earlier than RMFEX: DTLVX (33 years) vs RMFEX (23 years). DTLVX (1.32) is less costly to investors than RMFEX (0.62). DTLVX is a more actively managed with annual turnover of: 50.00 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 : 7.10 vs. DTLVX (-1.01). RMFEX return over 5 years is better than : 78.86 vs. DTLVX (68.07).
| DTLVX | RMFEX | DTLVX / RMFEX | |
| Total Expense Ratio | 1.30 | 0.62 | 210% |
| Annual Report Gross Expense Ratio | 1.32 | 0.62 | 213% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 1.512 | 2.891 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 103B | 0% |
| Annual Yield % from dividends | 0.74 | 1.61 | 46% |
| Returns for 1 year | -1.01 | 7.10 | -14% |
| Returns for 3 years | 1.44 | 12.51 | 12% |
| Returns for 5 years | 68.07 | 78.86 | 86% |
| Returns for 10 years | 11.48 | 70.99 | 16% |
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