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LSVEX vs RMFEX
LSVEX vs RMFEX Comparison
Open Charts LSVEX vs RMFEX
American Funds American Mutual R4
Price$56.11
Change+$0.29 (+0.52%)
VolumeN/A
Net Assets103.41B
LSVEX vs RMFEX Comparison Chart
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LSVEX vs. RMFEX commentary
Jan 19, 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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. LSVEX (1.38B). LSVEX (2.03) and RMFEX (1.95) have matching dividends . LSVEX was incepted earlier than RMFEX: LSVEX (26 years) vs RMFEX (23 years). RMFEX is a more actively managed with annual turnover of: 25.00 vs. LSVEX (10.00). RMFEX has a lower initial minimum investment than LSVEX: RMFEX (250) vs LSVEX (100000). RMFEX (12.78) and LSVEX (12.75) have marching annual gain over last year. RMFEX return over 5 years is better than : 39.96 vs. LSVEX (10.01).
| LSVEX | RMFEX | LSVEX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 3.319 | 2.167 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 103B | 1% |
| Annual Yield % from dividends | 2.03 | 1.95 | 104% |
| Returns for 1 year | 12.75 | 12.78 | 100% |
| Returns for 3 years | -3.31 | 13.63 | -24% |
| Returns for 5 years | 10.01 | 39.96 | 25% |
| Returns for 10 years | 44.15 | 71.41 | 62% |
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