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FVLTX vs RMFEX
FVLTX vs RMFEX Comparison
Open Charts FVLTX vs RMFEX
Fidelity Advisor Value Leaders M
Price$19.67
Change+$0.94 (+5.02%)
VolumeN/A
Net Assets29.14M
American Funds American Mutual R4
Price$53.89
Change+$3.35 (+6.63%)
VolumeN/A
Net Assets98.3B
FVLTX vs RMFEX Comparison Chart
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FVLTX vs. RMFEX commentary
Apr 11, 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 FVLTX is a Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 98.3B vs. FVLTX (29.1M). RMFEX pays higher dividends than FVLTX: RMFEX (1.61) vs FVLTX (1.11). FVLTX was incepted earlier than RMFEX: FVLTX (22 years) vs RMFEX (23 years). FVLTX (1.61) is less costly to investors than RMFEX (0.62). FVLTX (32.00) and RMFEX (31.00) have comparable annual turnover. FVLTX has a lower initial minimum investment than RMFEX: FVLTX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : -4.11 vs. FVLTX (-16.33). RMFEX return over 5 years is better than : 47.69 vs. FVLTX (29.92).
| FVLTX | RMFEX | FVLTX / RMFEX | |
| Total Expense Ratio | 1.40 | 0.62 | 226% |
| Annual Report Gross Expense Ratio | 1.61 | 0.62 | 260% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -7.231 | -7.620 | 95% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.1M | 98.3B | 0% |
| Annual Yield % from dividends | 1.11 | 1.61 | 69% |
| Returns for 1 year | -16.33 | -4.11 | 397% |
| Returns for 3 years | -12.99 | 0.28 | -4,698% |
| Returns for 5 years | 29.92 | 47.69 | 63% |
| Returns for 10 years | 13.27 | 51.93 | 26% |
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