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LSVVX vs RMFEX
LSVVX vs RMFEX Comparison
Open Charts LSVVX vs RMFEX
LSV Conservative Value Equity
Price$15.26
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets135.33M
American Funds American Mutual R4
Price$62.58
Change+$0.10 (+0.16%)
VolumeN/A
Net Assets112.47B
LSVVX vs RMFEX Comparison Chart in %
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LSVVX vs. RMFEX commentary
Oct 07, 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 LSVVX is a Buy and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. LSVVX (135M). LSVVX pays higher dividends than RMFEX: LSVVX (1.96) vs RMFEX (1.46). LSVVX was incepted earlier than RMFEX: LSVVX (19 years) vs RMFEX (23 years). RMFEX (0.62) is less costly to investors than LSVVX (0.56). RMFEX is a more actively managed with annual turnover of: 31.00 vs. LSVVX (9.00). RMFEX has a lower initial minimum investment than LSVVX: RMFEX (250) vs LSVVX (100000). RMFEX annual gain was more profitable for investors over the last year : 7.77 vs. LSVVX (0.06). LSVVX return over 5 years is better than : 70.52 vs. RMFEX (63.30).
| LSVVX | RMFEX | LSVVX / RMFEX | |
| Total Expense Ratio | 0.35 | 0.62 | 56% |
| Annual Report Gross Expense Ratio | 0.56 | 0.62 | 90% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 13.775 | 15.212 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 112B | 0% |
| Annual Yield % from dividends | 1.96 | 1.46 | 134% |
| Returns for 1 year | 0.06 | 7.77 | 1% |
| Returns for 3 years | 37.39 | 45.19 | 83% |
| Returns for 5 years | 70.52 | 63.30 | 111% |
| Returns for 10 years | 83.67 | 101.97 | 82% |
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