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IVGSX vs RMFEX
IVGSX vs RMFEX Comparison
Open Charts IVGSX vs RMFEX
VY® Invesco Growth and Income S
Price$19.30
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets154.58M
American Funds American Mutual R4
Price$60.46
Change-$0.15 (-0.25%)
VolumeN/A
Net Assets109.9B
IVGSX vs RMFEX Comparison Chart in %
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IVGSX vs. RMFEX commentary
Aug 17, 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 StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 110B vs. IVGSX (155M). IVGSX pays higher dividends than RMFEX: IVGSX (2.72) vs RMFEX (1.51). 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 : 8.10 vs. IVGSX (-8.09). RMFEX return over 5 years is better than : 57.34 vs. IVGSX (18.15).
| 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 | -12.126 | 10.922 | -111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 110B | 0% |
| Annual Yield % from dividends | 2.72 | 1.51 | 180% |
| Returns for 1 year | -8.09 | 8.10 | -100% |
| Returns for 3 years | -7.29 | 23.84 | -31% |
| Returns for 5 years | 18.15 | 57.34 | 32% |
| Returns for 10 years | -14.61 | 86.04 | -17% |
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