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FVLTX vs RMFEX
FVLTX vs RMFEX Comparison
Open Charts FVLTX vs RMFEX
Fidelity Advisor Value Leaders M
Price$19.97
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets27.53M
American Funds American Mutual R4
Price$55.46
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets100.91B
FVLTX vs RMFEX Comparison Chart
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FVLTX vs. RMFEX commentary
May 09, 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: 101B vs. FVLTX (27.5M). RMFEX pays higher dividends than FVLTX: RMFEX (1.65) vs FVLTX (1.14). 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 : 5.68 vs. FVLTX (-10.74). RMFEX return over 5 years is better than : 58.56 vs. FVLTX (39.09).
| 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 | -1.288 | 1.374 | -94% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.5M | 101B | 0% |
| Annual Yield % from dividends | 1.14 | 1.65 | 69% |
| Returns for 1 year | -10.74 | 5.68 | -189% |
| Returns for 3 years | -0.14 | 18.38 | -1% |
| Returns for 5 years | 39.09 | 58.56 | 67% |
| Returns for 10 years | 21.74 | 66.50 | 33% |
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