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LVAEX vs RMFCX
LVAEX vs RMFCX Comparison
Open Charts LVAEX vs RMFCX
LSV Value Equity Investor
Price$29.33
Change-$0.18 (-0.61%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R3
Price$58.23
Change-$0.50 (-0.85%)
VolumeN/A
CapitalizationN/A
LVAEX vs RMFCX Comparison Chart
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LVAEX vs. RMFCX commentary
Nov 18, 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 LVAEX is a StrongBuy and RMFCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 104B vs. LVAEX (1.42B). LVAEX pays higher dividends than RMFCX: LVAEX (1.78) vs RMFCX (1.69). LVAEX was incepted earlier than RMFCX: LVAEX (10 years) vs RMFCX (22 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 annual gain was more profitable for investors over the last year : 23.04 vs. RMFCX (21.31). RMFCX return over 5 years is better than : 44.92 vs. LVAEX (16.13).
| LVAEX | RMFCX | LVAEX / RMFCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 22 years | - |
| Gain YTD | 17.981 | 16.440 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 104B | 1% |
| Annual Yield % from dividends | 1.78 | 1.69 | 105% |
| Returns for 1 year | 23.04 | 21.31 | 108% |
| Returns for 3 years | -4.95 | 15.46 | -32% |
| Returns for 5 years | 16.13 | 44.92 | 36% |
| Returns for 10 years | 47.16 | 65.01 | 73% |