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FVLTX vs RMFEX
FVLTX vs RMFEX Comparison
Open Charts FVLTX vs RMFEX
Fidelity Advisor Value Leaders M
Price$20.43
Change+$0.09 (+0.44%)
VolumeN/A
Net Assets30.6M
American Funds American Mutual R4
Price$56.11
Change+$0.29 (+0.52%)
VolumeN/A
Net Assets103.41B
FVLTX vs RMFEX Comparison Chart
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FVLTX vs. RMFEX commentary
Jan 19, 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. FVLTX (30.6M). RMFEX pays higher dividends than FVLTX: RMFEX (1.95) vs FVLTX (0.98). FVLTX was incepted earlier than RMFEX: FVLTX (22 years) vs RMFEX (23 years). FVLTX is a more actively managed with annual turnover of: 40.00 vs. RMFEX (25.00). 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 : 12.78 vs. FVLTX (-1.42). RMFEX return over 5 years is better than : 39.96 vs. FVLTX (7.13).
| FVLTX | RMFEX | FVLTX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 1.189 | 2.167 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.6M | 103B | 0% |
| Annual Yield % from dividends | 0.98 | 1.95 | 50% |
| Returns for 1 year | -1.42 | 12.78 | -11% |
| Returns for 3 years | -2.81 | 13.63 | -21% |
| Returns for 5 years | 7.13 | 39.96 | 18% |
| Returns for 10 years | 31.64 | 71.41 | 44% |
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