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LVAEX vs RMFCX
LVAEX vs RMFCX Comparison
Open Charts LVAEX vs RMFCX
LSV Value Equity Investor
Price$27.97
Change-$0.77 (-2.68%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R3
Price$54.22
Change-$1.42 (-2.55%)
VolumeN/A
CapitalizationN/A
LVAEX vs RMFCX Comparison Chart
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LVAEX vs. RMFCX 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 LVAEX is a Hold and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 98.7B 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 annual gain was more profitable for investors over the last year : 11.20 vs. RMFCX (9.39). RMFCX return over 5 years is better than : 36.51 vs. LVAEX (14.28).
| 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 | 15.607 | 8.896 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 98.7B | 1% |
| Annual Yield % from dividends | 1.78 | 1.69 | 105% |
| Returns for 1 year | 11.20 | 9.39 | 119% |
| Returns for 3 years | -3.96 | 11.57 | -34% |
| Returns for 5 years | 14.28 | 36.51 | 39% |
| Returns for 10 years | 42.59 | 58.17 | 73% |