Interact to see
Advertisement
Advertisement
LSVMX vs RMFCX
LSVMX vs RMFCX Comparison
Open Charts LSVMX vs RMFCX
LSV US Managed Volatility Institutional
Price$11.34
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets24.31M
American Funds American Mutual R3
Price$61.10
Change-$0.10 (-0.16%)
VolumeN/A
Net Assets110.88B
LSVMX vs RMFCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSVMX vs. RMFCX commentary
Sep 18, 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 Hold and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 111B vs. LSVMX (24.3M). LSVMX pays higher dividends than RMFCX: LSVMX (2.87) vs RMFCX (1.24). LSVMX was incepted earlier than RMFCX: LSVMX (11 years) vs RMFCX (23 years). RMFCX (0.91) is less costly to investors than LSVMX (0.78). RMFCX is a more actively managed with annual turnover of: 31.00 vs. LSVMX (18.00). 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 : 7.10 vs. LSVMX (-1.39). RMFCX return over 5 years is better than : 60.18 vs. LSVMX (16.11).
| LSVMX | RMFCX | LSVMX / RMFCX | |
| Total Expense Ratio | 0.55 | 0.91 | 60% |
| Annual Report Gross Expense Ratio | 0.78 | 0.91 | 86% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 11.881 | 12.931 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3M | 111B | 0% |
| Annual Yield % from dividends | 2.87 | 1.24 | 232% |
| Returns for 1 year | -1.39 | 7.10 | -20% |
| Returns for 3 years | 2.52 | 34.09 | 7% |
| Returns for 5 years | 16.11 | 60.18 | 27% |
| Returns for 10 years | 38.79 | 96.26 | 40% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement