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IVGSX vs RMFEX
IVGSX vs RMFEX Comparison
Open Charts IVGSX vs RMFEX
VY® Invesco Growth and Income S
Price$22.33
Change-$0.07 (-0.31%)
VolumeN/A
Net Assets147.69M
American Funds American Mutual R4
Price$56.37
Change-$0.15 (-0.27%)
VolumeN/A
Net Assets104.75B
IVGSX vs RMFEX Comparison Chart
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IVGSX vs. RMFEX commentary
May 23, 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 IVGSX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. IVGSX (148M). RMFEX pays higher dividends than IVGSX: RMFEX (1.65) vs IVGSX (1.33). IVGSX was incepted earlier than RMFEX: IVGSX (32 years) vs RMFEX (23 years). IVGSX (0.89) is less costly to investors than RMFEX (0.62). RMFEX (31.00) and IVGSX (30.00) have comparable annual turnover. IVGSX has a lower initial minimum investment than RMFEX: IVGSX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 5.60 vs. IVGSX (-4.21). RMFEX return over 5 years is better than : 62.10 vs. IVGSX (38.15).
| IVGSX | RMFEX | IVGSX / RMFEX | |
| Total Expense Ratio | 0.89 | 0.62 | 144% |
| Annual Report Gross Expense Ratio | 0.89 | 0.62 | 144% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 1.108 | 3.311 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 105B | 0% |
| Annual Yield % from dividends | 1.33 | 1.65 | 81% |
| Returns for 1 year | -4.21 | 5.60 | -75% |
| Returns for 3 years | -3.60 | 21.59 | -17% |
| Returns for 5 years | 38.15 | 62.10 | 61% |
| Returns for 10 years | -15.87 | 68.42 | -23% |
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