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IPETX vs RMFEX
IPETX vs RMFEX Comparison
Open Charts IPETX vs RMFEX
Voya Large Cap Value Port S2
Price$5.26
Change-$0.02 (-0.38%)
VolumeN/A
Net Assets528.95M
American Funds American Mutual R4
Price$59.78
Change-$0.31 (-0.52%)
VolumeN/A
Net Assets108.54B
IPETX vs RMFEX Comparison Chart in %
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IPETX vs. RMFEX commentary
Aug 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 IPETX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. IPETX (529M). RMFEX pays higher dividends than IPETX: RMFEX (1.51) vs IPETX (1.35). IPETX was incepted earlier than RMFEX: IPETX (12 years) vs RMFEX (23 years). IPETX (1.27) is less costly to investors than RMFEX (0.62). IPETX is a more actively managed with annual turnover of: 101.00 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 : 11.97 vs. IPETX (-3.36). RMFEX return over 5 years is better than : 57.74 vs. IPETX (-40.90).
| IPETX | RMFEX | IPETX / RMFEX | |
| Total Expense Ratio | 1.09 | 0.62 | 176% |
| Annual Report Gross Expense Ratio | 1.27 | 0.62 | 205% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | -11.522 | 9.675 | -119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 529M | 109B | 0% |
| Annual Yield % from dividends | 1.35 | 1.51 | 89% |
| Returns for 1 year | -3.36 | 11.97 | -28% |
| Returns for 3 years | 9.72 | 26.87 | 36% |
| Returns for 5 years | -40.90 | 57.74 | -71% |
| Returns for 10 years | -46.00 | 85.72 | -54% |
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