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LVAEX vs RMFCX
LVAEX vs RMFCX Comparison
Open Charts LVAEX vs RMFCX
LSV Value Equity Investor
Price$26.95
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets1.37B
American Funds American Mutual R3
Price$55.77
Change+$0.30 (+0.54%)
VolumeN/A
Net Assets103.41B
LVAEX vs RMFCX Comparison Chart
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LVAEX vs. RMFCX commentary
Jan 19, 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 Hold and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 103B vs. LVAEX (1.38B). LVAEX pays higher dividends than RMFCX: LVAEX (1.78) vs RMFCX (1.69). LVAEX was incepted earlier than RMFCX: LVAEX (11 years) vs RMFCX (23 years). RMFCX is a more actively managed with annual turnover of: 25.00 vs. LVAEX (10.00). RMFCX has a lower initial minimum investment than LVAEX: RMFCX (250) vs LVAEX (1000). LVAEX (12.44) and RMFCX (12.43) have marching annual gain over last year. RMFCX return over 5 years is better than : 37.82 vs. LVAEX (8.36).
| LVAEX | RMFCX | LVAEX / RMFCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 3.296 | 2.162 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 103B | 1% |
| Annual Yield % from dividends | 1.78 | 1.69 | 105% |
| Returns for 1 year | 12.44 | 12.43 | 100% |
| Returns for 3 years | -4.17 | 12.60 | -33% |
| Returns for 5 years | 8.36 | 37.82 | 22% |
| Returns for 10 years | 40.13 | 65.18 | 62% |