Ad is loading...
IPESX vs RMFEX
IPESX vs RMFEX Comparison
Open Charts IPESX vs RMFEX
Voya Large Cap Value Port S
Price$5.67
Change+$0.06 (+1.07%)
VolumeN/A
Net Assets488.65M
American Funds American Mutual R4
Price$53.29
Change+$0.77 (+1.47%)
VolumeN/A
Net Assets97.18B
IPESX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IPESX vs. RMFEX commentary
Apr 14, 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: 97.2B vs. IPESX (489M). RMFEX (1.61) and IPESX (1.56) have matching dividends . IPESX was incepted earlier than RMFEX: IPESX (18 years) vs RMFEX (23 years). IPESX (1.13) is less costly to investors than RMFEX (0.62). IPESX is a more actively managed with annual turnover of: 82.00 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 : 2.21 vs. IPESX (-1.62). RMFEX return over 5 years is better than : 55.72 vs. IPESX (-35.60).
| IPESX | RMFEX | IPESX / RMFEX | |
| Total Expense Ratio | 0.94 | 0.62 | 152% |
| Annual Report Gross Expense Ratio | 1.13 | 0.62 | 182% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | -4.706 | -2.593 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 489M | 97.2B | 1% |
| Annual Yield % from dividends | 1.56 | 1.61 | 97% |
| Returns for 1 year | -1.62 | 2.21 | -73% |
| Returns for 3 years | -57.56 | 7.26 | -793% |
| Returns for 5 years | -35.60 | 55.72 | -64% |
| Returns for 10 years | -45.86 | 60.75 | -75% |
View a ticker or compare two or three
VS
VS
Ad is loading...