IPETX
Price
$5.92
Change
-$0.27 (-4.36%)
Updated
Apr 3 closing price
Net Assets
533.87M
RMFEX
Price
$54.47
Change
-$1.82 (-3.23%)
Updated
Apr 3 closing price
Net Assets
102.75B
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IPETX vs RMFEX

Header iconIPETX vs RMFEX Comparison
Open Charts IPETX vs RMFEXBanner chart's image
Voya Large Cap Value Port S2
Price$5.92
Change-$0.27 (-4.36%)
VolumeN/A
Net Assets533.87M
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
IPETX vs RMFEX Comparison Chart
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IPETX vs. RMFEX commentary
Apr 04, 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 IPETX is a Buy and RMFEX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. IPETX (534M). RMFEX pays higher dividends than IPETX: RMFEX (1.61) vs IPETX (1.47). IPETX was incepted earlier than RMFEX: IPETX (12 years) vs RMFEX (23 years). IPETX (1.28) is less costly to investors than RMFEX (0.62). IPETX is a more actively managed with annual turnover of: 82.00 vs. RMFEX (31.00). IPETX has a lower initial minimum investment than RMFEX: IPETX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 7.10 vs. IPETX (4.97). RMFEX return over 5 years is better than : 78.86 vs. IPETX (-20.90).
IPETXRMFEXIPETX / RMFEX
Total Expense Ratio1.090.62176%
Annual Report Gross Expense Ratio1.280.62206%
Fund Existence12 years23 years-
Gain YTD3.6852.891127%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets534M103B1%
Annual Yield % from dividends1.471.6191%
Returns for 1 year4.977.1070%
Returns for 3 years-54.1312.51-433%
Returns for 5 years-20.9078.86-26%
Returns for 10 years-41.2970.99-58%
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