Interact to see
Advertisement
Advertisement
FVALX vs RMFEX
FVALX vs RMFEX Comparison
Open Charts FVALX vs RMFEX
American Funds American Mutual R4
Price$56.37
Change-$0.15 (-0.27%)
VolumeN/A
Net Assets103.21B
FVALX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FVALX vs. RMFEX commentary
May 23, 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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. FVALX (4.73M). FVALX pays higher dividends than RMFEX: FVALX (2.43) vs RMFEX (1.65). 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 : 17.43 vs. RMFEX (5.55). RMFEX return over 5 years is better than : 61.67 vs. FVALX (-38.93).
| FVALX | RMFEX | FVALX / RMFEX | |
| Total Expense Ratio | 1.27 | 0.62 | 205% |
| Annual Report Gross Expense Ratio | 1.27 | 0.62 | 205% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 16.466 | 3.037 | 542% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.73M | 103B | 0% |
| Annual Yield % from dividends | 2.43 | 1.65 | 148% |
| Returns for 1 year | 17.43 | 5.55 | 314% |
| Returns for 3 years | 4.47 | 19.57 | 23% |
| Returns for 5 years | -38.93 | 61.67 | -63% |
| Returns for 10 years | -43.36 | 67.98 | -64% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement