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LVAMX vs RMFEX
LVAMX vs RMFEX Comparison
Open Charts LVAMX vs RMFEX
LSV US Managed Volatility Investor
Price$10.87
Change-$0.09 (-0.82%)
VolumeN/A
Net Assets24M
American Funds American Mutual R4
Price$57.86
Change-$0.45 (-0.77%)
VolumeN/A
Net Assets106.6B
LVAMX vs RMFEX Comparison Chart
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LVAMX vs. RMFEX commentary
Jun 14, 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: 107B vs. LVAMX (24M). LVAMX pays higher dividends than RMFEX: LVAMX (2.74) vs RMFEX (1.58). 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 : 9.03 vs. LVAMX (4.03). RMFEX return over 5 years is better than : 62.32 vs. LVAMX (13.13).
| 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 | 7.136 | 6.152 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24M | 107B | 0% |
| Annual Yield % from dividends | 2.74 | 1.58 | 173% |
| Returns for 1 year | 4.03 | 9.03 | 45% |
| Returns for 3 years | -3.78 | 29.63 | -13% |
| Returns for 5 years | 13.13 | 62.32 | 21% |
| Returns for 10 years | 24.14 | 76.27 | 32% |
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