Ad is loading...
Ad is loading...
LSVMX vs RMFEX
LSVMX vs RMFEX Comparison
Open Charts LSVMX vs RMFEX
LSV US Managed Volatility Institutional
Price$12.47
Change+$0.10 (+0.81%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$59.70
Change+$0.36 (+0.61%)
VolumeN/A
CapitalizationN/A
LSVMX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LSVMX vs. RMFEX commentary
Nov 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. LSVMX (22.5M). LSVMX pays higher dividends than RMFEX: LSVMX (2.27) vs RMFEX (1.95). LSVMX was incepted earlier than RMFEX: LSVMX (10 years) vs RMFEX (22 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 : 22.16 vs. LSVMX (10.30). RMFEX return over 5 years is better than : 50.36 vs. LSVMX (1.39).
| LSVMX | RMFEX | LSVMX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 22 years | - |
| Gain YTD | 20.801 | 18.247 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5M | 105B | 0% |
| Annual Yield % from dividends | 2.27 | 1.95 | 116% |
| Returns for 1 year | 10.30 | 22.16 | 46% |
| Returns for 3 years | -1.51 | 18.58 | -8% |
| Returns for 5 years | 1.39 | 50.36 | 3% |
| Returns for 10 years | 43.20 | 72.24 | 60% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PMGJX | 8.11 | 0.15 | +1.88% |
| Principal MidCap Growth J | |||
| UBVTX | 88.08 | 1.28 | +1.47% |
| Undiscovered Managers Behavioral Val R3 | |||
| TASHX | 14.59 | 0.06 | +0.41% |
| Transamerica Multi-Asset Income A | |||
| SIDVX | 10.19 | 0.01 | +0.10% |
| Hartford Schroders Intl Multi-Cp Val A | |||
| MEPSX | 15.60 | N/A | N/A |
| MassMutual Disciplined Value R5 | |||