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LDFVX vs RMFEX
LDFVX vs RMFEX Comparison
Open Charts LDFVX vs RMFEX
LDFVX vs RMFEX Comparison Chart in %
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LDFVX vs. RMFEX commentary
Jun 24, 2026
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 LDFVX is a Buy and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 117B vs. LDFVX (2.18B). RMFEX pays higher dividends than LDFVX: RMFEX (1.45) vs LDFVX (0.49). LDFVX was incepted earlier than RMFEX: LDFVX (30 years) vs RMFEX (24 years). LDFVX (0.93) is less costly to investors than RMFEX (0.62). LDFVX is a more actively managed with annual turnover of: 42.00 vs. RMFEX (30.00). RMFEX has a lower initial minimum investment than LDFVX: RMFEX (250) vs LDFVX (1500). LDFVX annual gain was more profitable for investors over the last year : 12.14 vs. RMFEX (9.59). RMFEX return over 5 years is better than : 37.80 vs. LDFVX (27.00).
| LDFVX | RMFEX | LDFVX / RMFEX | |
| Total Expense Ratio | 0.93 | 0.62 | 150% |
| Annual Report Gross Expense Ratio | 0.93 | 0.62 | 150% |
| Fund Existence | 30 years | 24 years | - |
| Gain YTD | 5.630 | 6.513 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18B | 117B | 2% |
| Annual Yield % from dividends | 0.49 | 1.45 | 34% |
| Returns for 1 year | 12.14 | 9.59 | 127% |
| Returns for 3 years | 45.54 | 36.18 | 126% |
| Returns for 5 years | 27.00 | 37.80 | 71% |
| Returns for 10 years | 56.17 | 104.37 | 54% |
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