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IVITX vs RMFEX
IVITX vs RMFEX Comparison
Open Charts IVITX vs RMFEX
VY® Invesco Growth and Income S2
Price$20.93
Change+$1.51 (+7.78%)
VolumeN/A
Net Assets129.95M
American Funds American Mutual R4
Price$53.89
Change+$3.35 (+6.63%)
VolumeN/A
Net Assets92.19B
IVITX vs RMFEX Comparison Chart
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IVITX vs. RMFEX commentary
Apr 11, 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 IVITX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 92.2B vs. IVITX (130M). RMFEX pays higher dividends than IVITX: RMFEX (1.61) vs IVITX (1.19). IVITX was incepted earlier than RMFEX: IVITX (23 years) vs RMFEX (23 years). IVITX (1.04) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. IVITX (28.00). IVITX has a lower initial minimum investment than RMFEX: IVITX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : -4.11 vs. IVITX (-17.25). RMFEX return over 5 years is better than : 47.69 vs. IVITX (20.26).
| IVITX | RMFEX | IVITX / RMFEX | |
| Total Expense Ratio | 1.01 | 0.62 | 163% |
| Annual Report Gross Expense Ratio | 1.04 | 0.62 | 168% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | -12.523 | -7.620 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130M | 92.2B | 0% |
| Annual Yield % from dividends | 1.19 | 1.61 | 74% |
| Returns for 1 year | -17.25 | -4.11 | 420% |
| Returns for 3 years | -24.56 | 0.28 | -8,880% |
| Returns for 5 years | 20.26 | 47.69 | 42% |
| Returns for 10 years | -27.96 | 51.93 | -54% |
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