Interact to see
Advertisement
Advertisement
IPESX vs RMFEX
IPESX vs RMFEX Comparison
Open Charts IPESX vs RMFEX
Voya Large Cap Value Port S
Price$6.19
Change+$0.07 (+1.14%)
VolumeN/A
Net Assets524.89M
American Funds American Mutual R4
Price$58.02
Change+$0.32 (+0.55%)
VolumeN/A
Net Assets105.22B
IPESX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IPESX vs. RMFEX commentary
Jun 07, 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 IPESX is a StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. IPESX (525M). RMFEX (1.58) and IPESX (1.56) have matching dividends . IPESX was incepted earlier than RMFEX: IPESX (18 years) vs RMFEX (23 years). IPESX (1.12) is less costly to investors than RMFEX (0.62). IPESX is a more actively managed with annual turnover of: 101.00 vs. RMFEX (31.00). IPESX has a lower initial minimum investment than RMFEX: IPESX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 9.37 vs. IPESX (4.23). RMFEX return over 5 years is better than : 54.01 vs. IPESX (-39.69).
| IPESX | RMFEX | IPESX / RMFEX | |
| Total Expense Ratio | 0.94 | 0.62 | 152% |
| Annual Report Gross Expense Ratio | 1.12 | 0.62 | 181% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 2.857 | 6.053 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 525M | 105B | 1% |
| Annual Yield % from dividends | 1.56 | 1.58 | 99% |
| Returns for 1 year | 4.23 | 9.37 | 45% |
| Returns for 3 years | -53.47 | 18.90 | -283% |
| Returns for 5 years | -39.69 | 54.01 | -73% |
| Returns for 10 years | -40.96 | 77.06 | -53% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement