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LSVMX vs RMFEX
LSVMX vs RMFEX Comparison
Open Charts LSVMX vs RMFEX
LSV US Managed Volatility Institutional
Price$10.53
Change+$0.12 (+1.15%)
VolumeN/A
Net Assets23.32M
American Funds American Mutual R4
Price$55.81
Change+$0.82 (+1.49%)
VolumeN/A
Net Assets101.76B
LSVMX vs RMFEX Comparison Chart
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LSVMX vs. RMFEX commentary
May 05, 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 102B vs. LSVMX (23.3M). LSVMX pays higher dividends than RMFEX: LSVMX (3.07) vs RMFEX (1.65). 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 : 8.69 vs. LSVMX (2.61). RMFEX return over 5 years is better than : 62.96 vs. LSVMX (14.80).
| 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 | 4.257 | 2.013 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3M | 102B | 0% |
| Annual Yield % from dividends | 3.07 | 1.65 | 187% |
| Returns for 1 year | 2.61 | 8.69 | 30% |
| Returns for 3 years | -11.32 | 16.77 | -68% |
| Returns for 5 years | 14.80 | 62.96 | 24% |
| Returns for 10 years | 23.05 | 68.72 | 34% |
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