LSVMX
Price
$10.81
Change
+$0.05 (+0.46%)
Updated
Jun 26 closing price
Net Assets
23.83M
RMFEX
Price
$58.62
Change
+$0.43 (+0.74%)
Updated
Jun 26 closing price
Net Assets
106.24B
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LSVMX vs RMFEX

Header iconLSVMX vs RMFEX Comparison
Open Charts LSVMX vs RMFEXBanner chart's image
LSV US Managed Volatility Institutional
Price$10.81
Change+$0.05 (+0.46%)
VolumeN/A
Net Assets23.83M
American Funds American Mutual R4
Price$58.62
Change+$0.43 (+0.74%)
VolumeN/A
Net Assets106.24B
LSVMX vs RMFEX Comparison Chart in %
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LSVMX vs. RMFEX commentary
Jun 27, 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.

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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 106B vs. LSVMX (23.8M). LSVMX pays higher dividends than RMFEX: LSVMX (3.00) vs RMFEX (1.58). 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 : 9.98 vs. LSVMX (2.82). RMFEX return over 5 years is better than : 66.41 vs. LSVMX (16.53).
LSVMXRMFEXLSVMX / RMFEX
Total Expense Ratio0.550.6289%
Annual Report Gross Expense Ratio0.780.62126%
Fund Existence11 years23 years-
Gain YTD6.5357.54687%
Front LoadN/AN/A-
Min. Initial Investment10000025040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets23.8M106B0%
Annual Yield % from dividends3.001.58190%
Returns for 1 year2.829.9828%
Returns for 3 years-6.7927.58-25%
Returns for 5 years16.5366.4125%
Returns for 10 years27.6182.9733%
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