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FAVAX vs RMFEX
FAVAX vs RMFEX Comparison
Open Charts FAVAX vs RMFEX
Fidelity Advisor Equity Value A
Price$24.15
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets202.59M
American Funds American Mutual R4
Price$59.78
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets108.54B
FAVAX vs RMFEX Comparison Chart in %
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FAVAX vs. RMFEX commentary
Aug 08, 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 FAVAX is a Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. FAVAX (203M). FAVAX (1.53) and RMFEX (1.51) have matching dividends . FAVAX was incepted earlier than RMFEX: FAVAX (24 years) vs RMFEX (23 years). FAVAX (0.93) is less costly to investors than RMFEX (0.62). FAVAX (31.00) and RMFEX (31.00) have comparable annual turnover. FAVAX has a lower initial minimum investment than RMFEX: FAVAX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 11.05 vs. FAVAX (4.85). RMFEX return over 5 years is better than : 56.76 vs. FAVAX (49.36).
| FAVAX | RMFEX | FAVAX / RMFEX | |
| Total Expense Ratio | 0.93 | 0.62 | 150% |
| Annual Report Gross Expense Ratio | 0.93 | 0.62 | 150% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 4.595 | 9.675 | 47% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 203M | 109B | 0% |
| Annual Yield % from dividends | 1.53 | 1.51 | 101% |
| Returns for 1 year | 4.85 | 11.05 | 44% |
| Returns for 3 years | 13.45 | 26.87 | 50% |
| Returns for 5 years | 49.36 | 56.76 | 87% |
| Returns for 10 years | 57.69 | 85.72 | 67% |
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