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IVGSX vs RMFEX
IVGSX vs RMFEX Comparison
Open Charts IVGSX vs RMFEX
VY® Invesco Growth and Income S
Price$19.74
Change-$0.24 (-1.20%)
VolumeN/A
Net Assets131.67M
American Funds American Mutual R4
Price$50.54
Change-$0.51 (-1.00%)
VolumeN/A
Net Assets93.16B
IVGSX vs RMFEX Comparison Chart
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IVGSX vs. RMFEX commentary
Apr 10, 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 Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 93.2B vs. IVGSX (132M). RMFEX pays higher dividends than IVGSX: RMFEX (1.61) 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 is a more actively managed with annual turnover of: 31.00 vs. IVGSX (28.00). 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 : -3.93 vs. IVGSX (-15.85). RMFEX return over 5 years is better than : 47.69 vs. IVGSX (23.28).
| IVGSX | RMFEX | IVGSX / RMFEX | |
| Total Expense Ratio | 0.86 | 0.62 | 139% |
| Annual Report Gross Expense Ratio | 0.89 | 0.62 | 144% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | -11.436 | -7.620 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 93.2B | 0% |
| Annual Yield % from dividends | 1.27 | 1.61 | 79% |
| Returns for 1 year | -15.85 | -3.93 | 403% |
| Returns for 3 years | -22.99 | 0.28 | -8,313% |
| Returns for 5 years | 23.28 | 47.69 | 49% |
| Returns for 10 years | -25.26 | 51.93 | -49% |
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