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IVITX vs RMFEX
IVITX vs RMFEX Comparison
Open Charts IVITX vs RMFEX
VY® Invesco Growth and Income S2
Price$22.84
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets149.97M
American Funds American Mutual R4
Price$57.59
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets105.21B
IVITX vs RMFEX Comparison Chart in %
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IVITX vs. RMFEX commentary
Jun 20, 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: 105B vs. IVITX (150M). RMFEX pays higher dividends than IVITX: RMFEX (1.58) vs IVITX (1.18). 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 (31.00) and IVITX (30.00) have comparable annual turnover. 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 : 7.69 vs. IVITX (-0.42). RMFEX return over 5 years is better than : 59.36 vs. IVITX (30.97).
| IVITX | RMFEX | IVITX / RMFEX | |
| Total Expense Ratio | 1.04 | 0.62 | 168% |
| Annual Report Gross Expense Ratio | 1.04 | 0.62 | 168% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 2.883 | 5.657 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 105B | 0% |
| Annual Yield % from dividends | 1.18 | 1.58 | 75% |
| Returns for 1 year | -0.42 | 7.69 | -5% |
| Returns for 3 years | 4.78 | 31.75 | 15% |
| Returns for 5 years | 30.97 | 59.36 | 52% |
| Returns for 10 years | -16.62 | 75.12 | -22% |
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