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IPETX vs RMFEX
IPETX vs RMFEX Comparison
Open Charts IPETX vs RMFEX
Voya Large Cap Value Port S2
Price$5.27
Change-$1.10 (-17.27%)
VolumeN/A
Net Assets540.02M
American Funds American Mutual R4
Price$59.40
Change-$0.50 (-0.83%)
VolumeN/A
Net Assets109.13B
IPETX vs RMFEX Comparison Chart in %
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IPETX vs. RMFEX commentary
Jul 16, 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: 109B vs. IPETX (540M). RMFEX pays higher dividends than IPETX: RMFEX (1.53) vs IPETX (1.44). 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). IPETX annual gain was more profitable for investors over the last year : 12.10 vs. RMFEX (8.89). RMFEX return over 5 years is better than : 59.54 vs. IPETX (-27.38).
| 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 | 6.700 | 8.977 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 540M | 109B | 0% |
| Annual Yield % from dividends | 1.44 | 1.53 | 94% |
| Returns for 1 year | 12.10 | 8.89 | 136% |
| Returns for 3 years | 39.82 | 31.02 | 128% |
| Returns for 5 years | -27.38 | 59.54 | -46% |
| Returns for 10 years | -36.42 | 81.74 | -45% |
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