Ad is loading...
LSVMX vs RMFEX
LSVMX vs RMFEX Comparison
Open Charts LSVMX vs RMFEX
LSV US Managed Volatility Institutional
Price$10.67
Change-$0.06 (-0.56%)
VolumeN/A
Net Assets22.9M
American Funds American Mutual R4
Price$57.60
Change-$0.62 (-1.06%)
VolumeN/A
Net Assets105.48B
LSVMX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LSVMX vs. RMFEX commentary
Feb 23, 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 StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. LSVMX (22.9M). 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 : 11.37 vs. LSVMX (4.47). RMFEX return over 5 years is better than : 43.97 vs. LSVMX (-5.04).
| 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 | 5.644 | 4.880 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9M | 105B | 0% |
| Annual Yield % from dividends | 2.27 | 1.95 | 116% |
| Returns for 1 year | 4.47 | 11.37 | 39% |
| Returns for 3 years | -8.01 | 20.81 | -39% |
| Returns for 5 years | -5.04 | 43.97 | -11% |
| Returns for 10 years | 24.01 | 71.03 | 34% |