Ad is loading...
LSVMX vs RMFCX
LSVMX vs RMFCX Comparison
Open Charts LSVMX vs RMFCX
LSV US Managed Volatility Institutional
Price$10.67
Change-$0.06 (-0.56%)
VolumeN/A
Net Assets22.9M
American Funds American Mutual R3
Price$57.23
Change-$0.62 (-1.07%)
VolumeN/A
Net Assets105.48B
LSVMX vs RMFCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LSVMX vs. RMFCX 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 LSVMX is a StrongBuy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 105B vs. LSVMX (22.9M). LSVMX pays higher dividends than RMFCX: LSVMX (2.27) vs RMFCX (1.69). LSVMX was incepted earlier than RMFCX: LSVMX (11 years) vs RMFCX (23 years). RMFCX is a more actively managed with annual turnover of: 25.00 vs. LSVMX (21.00). RMFCX has a lower initial minimum investment than LSVMX: RMFCX (250) vs LSVMX (100000). RMFCX annual gain was more profitable for investors over the last year : 11.03 vs. LSVMX (4.47). RMFCX return over 5 years is better than : 41.75 vs. LSVMX (-5.04).
| LSVMX | RMFCX | LSVMX / RMFCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 5.644 | 4.836 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9M | 105B | 0% |
| Annual Yield % from dividends | 2.27 | 1.69 | 134% |
| Returns for 1 year | 4.47 | 11.03 | 40% |
| Returns for 3 years | -8.01 | 19.69 | -41% |
| Returns for 5 years | -5.04 | 41.75 | -12% |
| Returns for 10 years | 24.01 | 64.83 | 37% |
View a ticker or compare two or three
VS
VS
Ad is loading...