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IPEIX vs RMFEX
IPEIX vs RMFEX Comparison
Open Charts IPEIX vs RMFEX
Voya Large Cap Value Port I
Price$6.16
Change+$0.08 (+1.32%)
VolumeN/A
Net Assets490.5M
American Funds American Mutual R4
Price$53.34
Change+$0.55 (+1.04%)
VolumeN/A
Net Assets96.25B
IPEIX vs RMFEX Comparison Chart
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IPEIX 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 IPEIX is a StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 96.2B vs. IPEIX (491M). RMFEX (1.61) and IPEIX (1.57) have matching dividends . IPEIX was incepted earlier than RMFEX: IPEIX (18 years) vs RMFEX (23 years). IPEIX (0.88) is less costly to investors than RMFEX (0.62). IPEIX is a more actively managed with annual turnover of: 82.00 vs. RMFEX (31.00). IPEIX has a lower initial minimum investment than RMFEX: IPEIX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 1.70 vs. IPEIX (-0.77). RMFEX return over 5 years is better than : 52.96 vs. IPEIX (-30.72).
| IPEIX | RMFEX | IPEIX / RMFEX | |
| Total Expense Ratio | 0.69 | 0.62 | 111% |
| Annual Report Gross Expense Ratio | 0.88 | 0.62 | 142% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | -4.252 | -3.507 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 491M | 96.2B | 1% |
| Annual Yield % from dividends | 1.57 | 1.61 | 97% |
| Returns for 1 year | -0.77 | 1.70 | -45% |
| Returns for 3 years | -54.57 | 8.21 | -665% |
| Returns for 5 years | -30.72 | 52.96 | -58% |
| Returns for 10 years | -42.33 | 57.52 | -74% |