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LSVMX vs RMFEX
LSVMX vs RMFEX Comparison
Open Charts LSVMX vs RMFEX
LSV US Managed Volatility Institutional
Price$9.88
Change-$0.23 (-2.27%)
VolumeN/A
Net Assets21.72M
American Funds American Mutual R4
Price$52.52
Change-$1.37 (-2.54%)
VolumeN/A
Net Assets98.3B
LSVMX vs RMFEX Comparison Chart
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LSVMX vs. RMFEX commentary
Apr 11, 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 RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 98.3B vs. LSVMX (21.7M). LSVMX pays higher dividends than RMFEX: LSVMX (3.03) vs RMFEX (1.61). 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 : 3.44 vs. LSVMX (-4.10). RMFEX return over 5 years is better than : 57.48 vs. LSVMX (8.67).
| LSVMX | RMFEX | LSVMX / RMFEX | |
| Total Expense Ratio | 0.55 | 0.62 | 89% |
| Annual Report Gross Expense Ratio | 0.78 | 0.62 | 126% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 0.099 | -1.496 | -7% |
| 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 | 98.3B | 0% |
| Annual Yield % from dividends | 3.03 | 1.61 | 188% |
| Returns for 1 year | -4.10 | 3.44 | -119% |
| Returns for 3 years | -18.33 | 8.16 | -225% |
| Returns for 5 years | 8.67 | 57.48 | 15% |
| Returns for 10 years | 17.18 | 62.82 | 27% |
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