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LSVMX vs RMFEX
LSVMX vs RMFEX Comparison
Open Charts LSVMX vs RMFEX
LSV US Managed Volatility Institutional
Price$11.93
Change+$0.11 (+0.93%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$55.06
Change+$0.56 (+1.03%)
VolumeN/A
CapitalizationN/A
LSVMX vs RMFEX Comparison Chart
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LSVMX vs. RMFEX commentary
Dec 23, 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 LSVMX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 102B vs. LSVMX (21.7M). LSVMX pays higher dividends than RMFEX: LSVMX (2.27) vs RMFEX (1.95). LSVMX was incepted earlier than RMFEX: LSVMX (11 years) vs RMFEX (23 years). RMFEX is a more actively managed with annual turnover of: 25.00 vs. LSVMX (21.00). 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 : 11.46 vs. LSVMX (2.90). RMFEX return over 5 years is better than : 39.98 vs. LSVMX (2.00).
| LSVMX | RMFEX | LSVMX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 16.504 | 10.279 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7M | 102B | 0% |
| Annual Yield % from dividends | 2.27 | 1.95 | 116% |
| Returns for 1 year | 2.90 | 11.46 | 25% |
| Returns for 3 years | -6.40 | 13.43 | -48% |
| Returns for 5 years | 2.00 | 39.98 | 5% |
| Returns for 10 years | 35.69 | 65.36 | 55% |