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IVGIX vs RMFEX
IVGIX vs RMFEX Comparison
Open Charts IVGIX vs RMFEX
VY® Invesco Growth and Income I
Price$20.92
Change-$1.23 (-5.55%)
VolumeN/A
Net Assets149.07M
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
IVGIX vs RMFEX Comparison Chart
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IVGIX 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 IVGIX is a Hold and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. IVGIX (149M). RMFEX (1.61) and IVGIX (1.55) have matching dividends . IVGIX was incepted earlier than RMFEX: IVGIX (19 years) vs RMFEX (23 years). IVGIX (0.64) and RMFEX (0.62) have similar cost to investors . RMFEX is a more actively managed with annual turnover of: 31.00 vs. IVGIX (28.00). IVGIX has a lower initial minimum investment than RMFEX: IVGIX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 7.10 vs. IVGIX (-5.14). RMFEX return over 5 years is better than : 78.86 vs. IVGIX (60.57).
| IVGIX | RMFEX | IVGIX / RMFEX | |
| Total Expense Ratio | 0.61 | 0.62 | 98% |
| Annual Report Gross Expense Ratio | 0.64 | 0.62 | 103% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 0.181 | 2.891 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 103B | 0% |
| Annual Yield % from dividends | 1.55 | 1.61 | 96% |
| Returns for 1 year | -5.14 | 7.10 | -72% |
| Returns for 3 years | -13.33 | 12.51 | -107% |
| Returns for 5 years | 60.57 | 78.86 | 77% |
| Returns for 10 years | -12.83 | 70.99 | -18% |
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