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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
Aug 23, 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: 118B vs. LDFVX (2.22B). RMFEX pays higher dividends than LDFVX: RMFEX (1.41) vs LDFVX (0.47). 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 (9.74) and RMFEX (9.52) have marching annual gain over last year. RMFEX return over 5 years is better than : 38.89 vs. LDFVX (28.18).
| 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 | 9.119 | 10.681 | 85% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.22B | 118B | 2% |
| Annual Yield % from dividends | 0.47 | 1.41 | 33% |
| Returns for 1 year | 9.74 | 9.52 | 102% |
| Returns for 3 years | 46.24 | 40.18 | 115% |
| Returns for 5 years | 28.18 | 38.89 | 72% |
| Returns for 10 years | 50.93 | 100.46 | 51% |
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