Interact to see
Advertisement
Advertisement
LSVVX vs RMFEX
LSVVX vs RMFEX Comparison
Open Charts LSVVX vs RMFEX
LSV Conservative Value Equity
Price$14.13
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets127.71M
American Funds American Mutual R4
Price$59.66
Change+$0.26 (+0.44%)
VolumeN/A
Net Assets108.17B
LSVVX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSVVX vs. RMFEX commentary
Jul 17, 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: 108B vs. LSVVX (128M). LSVVX pays higher dividends than RMFEX: LSVVX (2.09) vs RMFEX (1.53). 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 : 8.17 vs. LSVVX (-4.24). LSVVX return over 5 years is better than : 63.52 vs. RMFEX (59.19).
| 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 | 4.989 | 9.454 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128M | 108B | 0% |
| Annual Yield % from dividends | 2.09 | 1.53 | 137% |
| Returns for 1 year | -4.24 | 8.17 | -52% |
| Returns for 3 years | 21.71 | 31.60 | 69% |
| Returns for 5 years | 63.52 | 59.19 | 107% |
| Returns for 10 years | 60.85 | 82.54 | 74% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement