Ad is loading...
LSVEX vs RMFEX
LSVEX vs RMFEX Comparison
Open Charts LSVEX vs RMFEX
American Funds American Mutual R4
Price$54.54
Change-$1.43 (-2.55%)
VolumeN/A
CapitalizationN/A
LSVEX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LSVEX vs. RMFEX commentary
Dec 19, 2024
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: 98.7B 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 (22 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 : 12.89 vs. LSVEX (11.49). RMFEX return over 5 years is better than : 42.46 vs. LSVEX (15.94).
| LSVEX | RMFEX | LSVEX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 22 years | - |
| Gain YTD | 15.899 | 11.693 | 136% |
| 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 | 98.7B | 1% |
| Annual Yield % from dividends | 2.03 | 1.95 | 104% |
| Returns for 1 year | 11.49 | 12.89 | 89% |
| Returns for 3 years | -3.06 | 15.13 | -20% |
| Returns for 5 years | 15.94 | 42.46 | 38% |
| Returns for 10 years | 46.62 | 67.84 | 69% |
View a ticker or compare two or three
VS
VS
Ad is loading...