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LVAMX vs RMFEX
LVAMX vs RMFEX Comparison
Open Charts LVAMX vs RMFEX
LSV US Managed Volatility Investor
Price$11.21
Change+$0.06 (+0.54%)
VolumeN/A
Net Assets24.54M
American Funds American Mutual R4
Price$59.82
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
LVAMX vs RMFEX Comparison Chart in %
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LVAMX vs. RMFEX commentary
Jul 05, 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 LVAMX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. LVAMX (24.5M). LVAMX pays higher dividends than RMFEX: LVAMX (2.70) vs RMFEX (1.53). LVAMX was incepted earlier than RMFEX: LVAMX (11 years) vs RMFEX (23 years). LVAMX (1.03) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. LVAMX (18.00). RMFEX has a lower initial minimum investment than LVAMX: RMFEX (250) vs LVAMX (1000). RMFEX annual gain was more profitable for investors over the last year : 11.81 vs. LVAMX (6.11). RMFEX return over 5 years is better than : 64.33 vs. LVAMX (15.92).
| LVAMX | RMFEX | LVAMX / RMFEX | |
| Total Expense Ratio | 0.80 | 0.62 | 129% |
| Annual Report Gross Expense Ratio | 1.03 | 0.62 | 166% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 9.580 | 9.748 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5M | 109B | 0% |
| Annual Yield % from dividends | 2.70 | 1.53 | 177% |
| Returns for 1 year | 6.11 | 11.81 | 52% |
| Returns for 3 years | -4.23 | 30.45 | -14% |
| Returns for 5 years | 15.92 | 64.33 | 25% |
| Returns for 10 years | 27.80 | 86.20 | 32% |
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