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LVAMX vs RMFEX
LVAMX vs RMFEX Comparison
Open Charts LVAMX vs RMFEX
LSV US Managed Volatility Investor
Price$10.44
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets22.13M
American Funds American Mutual R4
Price$56.11
Change+$0.29 (+0.52%)
VolumeN/A
Net Assets103.41B
LVAMX vs RMFEX Comparison Chart
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LVAMX vs. RMFEX 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 LVAMX is a Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. LVAMX (22.1M). LVAMX (2.01) and RMFEX (1.95) have matching dividends . LVAMX was incepted earlier than RMFEX: LVAMX (11 years) vs RMFEX (23 years). RMFEX is a more actively managed with annual turnover of: 25.00 vs. LVAMX (21.00). 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 : 12.78 vs. LVAMX (3.46). RMFEX return over 5 years is better than : 39.96 vs. LVAMX (-10.24).
| LVAMX | RMFEX | LVAMX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 2.053 | 2.167 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.1M | 103B | 0% |
| Annual Yield % from dividends | 2.01 | 1.95 | 103% |
| Returns for 1 year | 3.46 | 12.78 | 27% |
| Returns for 3 years | -15.55 | 13.63 | -114% |
| Returns for 5 years | -10.24 | 39.96 | -26% |
| Returns for 10 years | 20.58 | 71.41 | 29% |
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