Interact to see
Advertisement
Advertisement
IVGSX vs RMFEX
IVGSX vs RMFEX Comparison
Open Charts IVGSX vs RMFEX
VY® Invesco Growth and Income S
Price$19.97
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets158.14M
American Funds American Mutual R4
Price$62.58
Change+$0.10 (+0.16%)
VolumeN/A
Net Assets112.47B
IVGSX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVGSX vs. RMFEX commentary
Oct 07, 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: 112B vs. IVGSX (158M). IVGSX pays higher dividends than RMFEX: IVGSX (2.66) vs RMFEX (1.46). 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 : 7.77 vs. IVGSX (-8.60). RMFEX return over 5 years is better than : 63.30 vs. IVGSX (21.05).
| 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 | -9.212 | 15.212 | -61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 112B | 0% |
| Annual Yield % from dividends | 2.66 | 1.46 | 182% |
| Returns for 1 year | -8.60 | 7.77 | -111% |
| Returns for 3 years | 6.93 | 45.19 | 15% |
| Returns for 5 years | 21.05 | 63.30 | 33% |
| Returns for 10 years | -6.51 | 101.97 | -6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement