LSVMX
Price
$10.80
Change
+$0.09 (+0.84%)
Updated
Jun 6 closing price
Net Assets
23.71M
RMFEX
Price
$58.02
Change
+$0.32 (+0.55%)
Updated
Jun 6 closing price
Net Assets
105.22B
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LSVMX vs RMFEX

Header iconLSVMX vs RMFEX Comparison
Open Charts LSVMX vs RMFEXBanner chart's image
LSV US Managed Volatility Institutional
Price$10.80
Change+$0.09 (+0.84%)
VolumeN/A
Net Assets23.71M
American Funds American Mutual R4
Price$58.02
Change+$0.32 (+0.55%)
VolumeN/A
Net Assets105.22B
LSVMX vs RMFEX Comparison Chart
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LSVMX vs. RMFEX commentary
Jun 07, 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 Buy and RMFEX is a Buy.

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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. LSVMX (23.7M). LSVMX pays higher dividends than RMFEX: LSVMX (3.00) vs RMFEX (1.58). LSVMX was incepted earlier than RMFEX: LSVMX (11 years) vs RMFEX (23 years). LSVMX (0.78) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. LSVMX (18.00). RMFEX has a lower initial minimum investment than LSVMX: RMFEX (250) vs LSVMX (100000). RMFEX annual gain was more profitable for investors over the last year : 9.37 vs. LSVMX (2.06). RMFEX return over 5 years is better than : 54.01 vs. LSVMX (6.23).
LSVMXRMFEXLSVMX / RMFEX
Total Expense Ratio0.550.6289%
Annual Report Gross Expense Ratio0.780.62126%
Fund Existence11 years23 years-
Gain YTD6.0406.053100%
Front LoadN/AN/A-
Min. Initial Investment10000025040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets23.7M105B0%
Annual Yield % from dividends3.001.58190%
Returns for 1 year2.069.3722%
Returns for 3 years-11.5818.90-61%
Returns for 5 years6.2354.0112%
Returns for 10 years26.9077.0635%
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