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LSVVX vs RMFEX
LSVVX vs RMFEX Comparison
Open Charts LSVVX vs RMFEX
LSV Conservative Value Equity
Price$15.23
Change-$0.39 (-2.50%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$54.54
Change-$1.43 (-2.55%)
VolumeN/A
CapitalizationN/A
LSVVX vs RMFEX Comparison Chart
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LSVVX vs. RMFEX commentary
Dec 19, 2024
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 Sell and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 98.7B vs. LSVVX (137M). LSVVX pays higher dividends than RMFEX: LSVVX (2.23) vs RMFEX (1.95). LSVVX was incepted earlier than RMFEX: LSVVX (18 years) vs RMFEX (22 years). RMFEX is a more actively managed with annual turnover of: 25.00 vs. LSVVX (19.00). RMFEX has a lower initial minimum investment than LSVVX: RMFEX (250) vs LSVVX (100000). LSVVX annual gain was more profitable for investors over the last year : 14.69 vs. RMFEX (9.76). LSVVX return over 5 years is better than : 45.81 vs. RMFEX (38.66).
| LSVVX | RMFEX | LSVVX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 22 years | - |
| Gain YTD | 18.065 | 9.238 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137M | 98.7B | 0% |
| Annual Yield % from dividends | 2.23 | 1.95 | 115% |
| Returns for 1 year | 14.69 | 9.76 | 151% |
| Returns for 3 years | 20.32 | 12.60 | 161% |
| Returns for 5 years | 45.81 | 38.66 | 118% |
| Returns for 10 years | 57.06 | 64.15 | 89% |
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