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LSVEX vs RMFEX
LSVEX vs RMFEX Comparison
Open Charts LSVEX vs RMFEX
American Funds American Mutual R4
Price$55.46
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets100.91B
LSVEX vs RMFEX Comparison Chart
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LSVEX vs. RMFEX commentary
May 09, 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 LSVEX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 101B vs. LSVEX (1.12B). LSVEX pays higher dividends than RMFEX: LSVEX (2.10) vs RMFEX (1.65). LSVEX was incepted earlier than RMFEX: LSVEX (26 years) vs RMFEX (23 years). LSVEX (0.68) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. LSVEX (26.00). RMFEX has a lower initial minimum investment than LSVEX: RMFEX (250) vs LSVEX (100000). RMFEX annual gain was more profitable for investors over the last year : 5.68 vs. LSVEX (-2.40). RMFEX return over 5 years is better than : 58.56 vs. LSVEX (38.08).
| LSVEX | RMFEX | LSVEX / RMFEX | |
| Total Expense Ratio | 0.68 | 0.62 | 110% |
| Annual Report Gross Expense Ratio | 0.68 | 0.62 | 110% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | -2.289 | 1.374 | -167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 101B | 1% |
| Annual Yield % from dividends | 2.10 | 1.65 | 127% |
| Returns for 1 year | -2.40 | 5.68 | -42% |
| Returns for 3 years | 0.11 | 18.38 | 1% |
| Returns for 5 years | 38.08 | 58.56 | 65% |
| Returns for 10 years | 29.42 | 66.50 | 44% |