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IVKAX vs RMFEX
IVKAX vs RMFEX Comparison
Open Charts IVKAX vs RMFEX
American Funds American Mutual R4
Price$59.82
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
IVKAX vs RMFEX Comparison Chart in %
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IVKAX vs. RMFEX commentary
Jul 05, 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 IVKAX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. IVKAX (248M). RMFEX pays higher dividends than IVKAX: RMFEX (1.53) vs IVKAX (1.14). IVKAX was incepted earlier than RMFEX: IVKAX (23 years) vs RMFEX (23 years). IVKAX (1.30) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. IVKAX (23.00). IVKAX has a lower initial minimum investment than RMFEX: IVKAX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 11.81 vs. IVKAX (4.75). IVKAX return over 5 years is better than : 76.79 vs. RMFEX (64.33).
| IVKAX | RMFEX | IVKAX / RMFEX | |
| Total Expense Ratio | 1.20 | 0.62 | 194% |
| Annual Report Gross Expense Ratio | 1.30 | 0.62 | 210% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 9.251 | 9.748 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248M | 109B | 0% |
| Annual Yield % from dividends | 1.14 | 1.53 | 75% |
| Returns for 1 year | 4.75 | 11.81 | 40% |
| Returns for 3 years | 18.84 | 30.45 | 62% |
| Returns for 5 years | 76.79 | 64.33 | 119% |
| Returns for 10 years | 59.10 | 86.20 | 69% |
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