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LSVMX vs RMFEX
LSVMX vs RMFEX Comparison
Open Charts LSVMX vs RMFEX
LSV US Managed Volatility Institutional
Price$11.34
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets24.31M
American Funds American Mutual R4
Price$61.47
Change-$0.15 (-0.24%)
VolumeN/A
Net Assets110.88B
LSVMX vs RMFEX Comparison Chart in %
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LSVMX vs. RMFEX commentary
Sep 18, 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 Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. LSVMX (24.3M). LSVMX pays higher dividends than RMFEX: LSVMX (2.87) vs RMFEX (1.49). 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 : 7.44 vs. LSVMX (-1.39). RMFEX return over 5 years is better than : 62.65 vs. LSVMX (16.11).
| 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 | 11.881 | 13.168 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3M | 111B | 0% |
| Annual Yield % from dividends | 2.87 | 1.49 | 193% |
| Returns for 1 year | -1.39 | 7.44 | -19% |
| Returns for 3 years | 2.52 | 35.34 | 7% |
| Returns for 5 years | 16.11 | 62.65 | 26% |
| Returns for 10 years | 38.79 | 104.13 | 37% |
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