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IVGSX vs RMFEX
IVGSX vs RMFEX Comparison
Open Charts IVGSX vs RMFEX
VY® Invesco Growth and Income S
Price$23.13
Change-$0.22 (-0.94%)
VolumeN/A
Net Assets151.11M
American Funds American Mutual R4
Price$57.86
Change-$0.45 (-0.77%)
VolumeN/A
Net Assets105.76B
IVGSX vs RMFEX Comparison Chart
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IVGSX vs. RMFEX commentary
Jun 15, 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: 106B vs. IVGSX (151M). RMFEX pays higher dividends than IVGSX: RMFEX (1.58) vs IVGSX (1.27). 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 : 9.03 vs. IVGSX (0.60). RMFEX return over 5 years is better than : 62.32 vs. IVGSX (33.95).
| 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 | 3.502 | 6.152 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 106B | 0% |
| Annual Yield % from dividends | 1.27 | 1.58 | 80% |
| Returns for 1 year | 0.60 | 9.03 | 7% |
| Returns for 3 years | 3.27 | 29.63 | 11% |
| Returns for 5 years | 33.95 | 62.32 | 54% |
| Returns for 10 years | -14.14 | 76.27 | -19% |
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