FVALX
Price
$5.82
Change
-$0.00 (-0.00%)
Updated
Apr 24 closing price
Net Assets
4.42M
RMFEX
Price
$54.07
Change
+$0.73 (+1.37%)
Updated
Apr 24 closing price
Net Assets
97.26B
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FVALX vs RMFEX

Header iconFVALX vs RMFEX Comparison
Open Charts FVALX vs RMFEXBanner chart's image
Forester Value N
Price$5.82
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.42M
American Funds American Mutual R4
Price$54.07
Change+$0.73 (+1.37%)
VolumeN/A
Net Assets97.26B
FVALX vs RMFEX Comparison Chart
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FVALX vs. RMFEX commentary
Apr 25, 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.

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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 97.3B vs. FVALX (4.42M). 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 : 16.91 vs. RMFEX (4.18). RMFEX return over 5 years is better than : 56.67 vs. FVALX (-40.76).
FVALXRMFEXFVALX / RMFEX
Total Expense Ratio1.270.62205%
Annual Report Gross Expense Ratio1.270.62205%
Fund Existence26 years23 years-
Gain YTD16.867-1.167-1,445%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets4.42M97.3B0%
Annual Yield % from dividends2.591.61161%
Returns for 1 year16.914.18404%
Returns for 3 years8.0810.6476%
Returns for 5 years-40.7656.67-72%
Returns for 10 years-43.3061.98-70%
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