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LVAEX vs RMFCX
LVAEX vs RMFCX Comparison
Open Charts LVAEX vs RMFCX
LSV Value Equity Investor
Price$25.03
Change+$0.41 (+1.67%)
VolumeN/A
Net Assets1.11B
American Funds American Mutual R3
Price$53.01
Change+$0.55 (+1.05%)
VolumeN/A
Net Assets96.25B
LVAEX vs RMFCX Comparison Chart
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LVAEX vs. RMFCX commentary
Apr 25, 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 LVAEX is a Buy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 96.2B vs. LVAEX (1.11B). LVAEX pays higher dividends than RMFCX: LVAEX (1.76) vs RMFCX (1.34). LVAEX was incepted earlier than RMFCX: LVAEX (11 years) vs RMFCX (23 years). LVAEX (0.93) and RMFCX (0.91) have similar cost to investors . RMFCX is a more actively managed with annual turnover of: 31.00 vs. LVAEX (26.00). RMFCX has a lower initial minimum investment than LVAEX: RMFCX (250) vs LVAEX (1000). RMFCX annual gain was more profitable for investors over the last year : 1.37 vs. LVAEX (-6.02). RMFCX return over 5 years is better than : 50.63 vs. LVAEX (37.30).
| LVAEX | RMFCX | LVAEX / RMFCX | |
| Total Expense Ratio | 0.93 | 0.91 | 102% |
| Annual Report Gross Expense Ratio | 0.93 | 0.91 | 102% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | -5.634 | -3.599 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 96.2B | 1% |
| Annual Yield % from dividends | 1.76 | 1.34 | 131% |
| Returns for 1 year | -6.02 | 1.37 | -438% |
| Returns for 3 years | -6.88 | 7.19 | -96% |
| Returns for 5 years | 37.30 | 50.63 | 74% |
| Returns for 10 years | 22.32 | 51.64 | 43% |
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