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LSVEX vs RMFEX
LSVEX vs RMFEX Comparison
Open Charts LSVEX vs RMFEX
American Funds American Mutual R4
Price$57.60
Change-$0.62 (-1.06%)
VolumeN/A
Net Assets105.48B
LSVEX vs RMFEX Comparison Chart
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LSVEX vs. RMFEX commentary
Feb 23, 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 StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. LSVEX (1.34B). 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 annual gain was more profitable for investors over the last year : 11.37 vs. LSVEX (8.08). RMFEX return over 5 years is better than : 43.97 vs. LSVEX (13.21).
| 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 | 3.281 | 4.880 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 105B | 1% |
| Annual Yield % from dividends | 2.03 | 1.95 | 104% |
| Returns for 1 year | 8.08 | 11.37 | 71% |
| Returns for 3 years | 1.66 | 20.81 | 8% |
| Returns for 5 years | 13.21 | 43.97 | 30% |
| Returns for 10 years | 36.18 | 71.03 | 51% |