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IPETX vs RMFEX
IPETX vs RMFEX Comparison
Open Charts IPETX vs RMFEX
Voya Large Cap Value Port S2
Price$6.13
Change-$0.04 (-0.65%)
VolumeN/A
Net Assets524.94M
American Funds American Mutual R4
Price$57.75
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets105.31B
IPETX vs RMFEX Comparison Chart
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IPETX vs. RMFEX commentary
Jun 06, 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 StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. IPETX (525M). RMFEX pays higher dividends than IPETX: RMFEX (1.58) vs IPETX (1.48). 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 : 9.47 vs. IPETX (5.16). RMFEX return over 5 years is better than : 53.30 vs. IPETX (-39.67).
| 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 | 3.350 | 5.559 | 60% |
| 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 | 1.48 | 1.58 | 94% |
| Returns for 1 year | 5.16 | 9.47 | 55% |
| Returns for 3 years | -52.67 | 19.65 | -268% |
| Returns for 5 years | -39.67 | 53.30 | -74% |
| Returns for 10 years | -41.72 | 75.38 | -55% |
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