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LSVVX vs RMFEX
LSVVX vs RMFEX Comparison
Open Charts LSVVX vs RMFEX
LSV Conservative Value Equity
Price$13.78
Change+$0.16 (+1.17%)
VolumeN/A
Net Assets126.31M
American Funds American Mutual R4
Price$58.02
Change+$0.32 (+0.55%)
VolumeN/A
Net Assets105.22B
LSVVX vs RMFEX Comparison Chart
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LSVVX vs. RMFEX commentary
Jun 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 Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. LSVVX (126M). LSVVX pays higher dividends than RMFEX: LSVVX (2.16) vs RMFEX (1.58). LSVVX was incepted earlier than RMFEX: LSVVX (18 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 : 9.37 vs. LSVVX (-2.65). RMFEX return over 5 years is better than : 54.01 vs. LSVVX (48.46).
| LSVVX | RMFEX | LSVVX / RMFEX | |
| Total Expense Ratio | 0.35 | 0.62 | 56% |
| Annual Report Gross Expense Ratio | 0.56 | 0.62 | 90% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 1.415 | 6.053 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 105B | 0% |
| Annual Yield % from dividends | 2.16 | 1.58 | 137% |
| Returns for 1 year | -2.65 | 9.37 | -28% |
| Returns for 3 years | 6.48 | 18.90 | 34% |
| Returns for 5 years | 48.46 | 54.01 | 90% |
| Returns for 10 years | 57.20 | 77.06 | 74% |
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