Ad is loading...
IPESX vs RMFEX
IPESX vs RMFEX Comparison
Open Charts IPESX vs RMFEX
Voya Large Cap Value Port S
Price$6.01
Change+$0.04 (+0.67%)
VolumeN/A
Net Assets514.84M
American Funds American Mutual R4
Price$55.46
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets100.91B
IPESX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IPESX 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 IPESX is a StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 101B vs. IPESX (515M). RMFEX (1.65) and IPESX (1.63) 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: 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 : 5.68 vs. IPESX (2.88). RMFEX return over 5 years is better than : 58.56 vs. IPESX (-33.91).
| 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 | 0.336 | 1.374 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 515M | 101B | 1% |
| Annual Yield % from dividends | 1.63 | 1.65 | 99% |
| Returns for 1 year | 2.88 | 5.68 | 51% |
| Returns for 3 years | -51.81 | 18.38 | -282% |
| Returns for 5 years | -33.91 | 58.56 | -58% |
| Returns for 10 years | -43.31 | 66.50 | -65% |