FVALX
Price
$5.63
Change
+$0.21 (+3.87%)
Updated
Apr 3 closing price
Net Assets
3.07M
RMFEX
Price
$54.47
Change
-$1.82 (-3.23%)
Updated
Apr 3 closing price
Net Assets
102.75B
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FVALX vs RMFEX

Header iconFVALX vs RMFEX Comparison
Open Charts FVALX vs RMFEXBanner chart's image
Forester Value N
Price$5.63
Change+$0.21 (+3.87%)
VolumeN/A
Net Assets3.07M
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
FVALX vs RMFEX Comparison Chart
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FVALX 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 FVALX is a StrongBuy and RMFEX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. FVALX (3.07M). FVALX pays higher dividends than RMFEX: FVALX (2.59) vs RMFEX (1.61). FVALX was incepted earlier than RMFEX: FVALX (26 years) vs RMFEX (23 years). FVALX (1.27) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. FVALX (7.13). RMFEX has a lower initial minimum investment than FVALX: RMFEX (250) vs FVALX (1000). FVALX annual gain was more profitable for investors over the last year : 8.03 vs. RMFEX (7.10). RMFEX return over 5 years is better than : 78.86 vs. FVALX (-44.47).
FVALXRMFEXFVALX / RMFEX
Total Expense Ratio1.270.62205%
Annual Report Gross Expense Ratio1.270.62205%
Fund Existence26 years23 years-
Gain YTD8.8352.891306%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets3.07M103B0%
Annual Yield % from dividends2.591.61161%
Returns for 1 year8.037.10113%
Returns for 3 years2.6012.5121%
Returns for 5 years-44.4778.86-56%
Returns for 10 years-47.7070.99-67%
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