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LSVMX vs RMFEX
LSVMX vs RMFEX Comparison
Open Charts LSVMX vs RMFEX
LSV US Managed Volatility Institutional
Price$10.93
Change+$0.04 (+0.37%)
VolumeN/A
Net Assets24.08M
American Funds American Mutual R4
Price$59.82
Change+$0.16 (+0.27%)
VolumeN/A
Net Assets108.64B
LSVMX vs RMFEX Comparison Chart in %
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LSVMX vs. RMFEX commentary
Jul 19, 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: 109B vs. LSVMX (24.1M). LSVMX pays higher dividends than RMFEX: LSVMX (2.96) vs RMFEX (1.53). 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 : 8.56 vs. LSVMX (-0.09). RMFEX return over 5 years is better than : 59.61 vs. LSVMX (11.90).
| 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 | 7.822 | 9.748 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1M | 109B | 0% |
| Annual Yield % from dividends | 2.96 | 1.53 | 193% |
| Returns for 1 year | -0.09 | 8.56 | -1% |
| Returns for 3 years | -4.07 | 33.00 | -12% |
| Returns for 5 years | 11.90 | 59.61 | 20% |
| Returns for 10 years | 26.45 | 82.98 | 32% |
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