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LSVMX vs RMFEX
LSVMX vs RMFEX Comparison
Open Charts LSVMX vs RMFEX
LSV US Managed Volatility Institutional
Price$10.33
Change-$0.07 (-0.67%)
VolumeN/A
Net Assets22.31M
American Funds American Mutual R4
Price$56.68
Change-$0.04 (-0.07%)
VolumeN/A
Net Assets104.52B
LSVMX vs RMFEX Comparison Chart
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LSVMX vs. RMFEX commentary
Jan 24, 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: 105B vs. LSVMX (22.3M). 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 : 12.66 vs. LSVMX (2.99). RMFEX return over 5 years is better than : 42.55 vs. LSVMX (-8.77).
| 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 | 2.277 | 3.205 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3M | 105B | 0% |
| Annual Yield % from dividends | 2.27 | 1.95 | 116% |
| Returns for 1 year | 2.99 | 12.66 | 24% |
| Returns for 3 years | -12.67 | 17.39 | -73% |
| Returns for 5 years | -8.77 | 42.55 | -21% |
| Returns for 10 years | 21.83 | 71.65 | 30% |