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LVAMX vs RMFEX
LVAMX vs RMFEX Comparison
Open Charts LVAMX vs RMFEX
LSV US Managed Volatility Investor
Price$11.47
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets24.31M
American Funds American Mutual R4
Price$61.47
Change-$0.15 (-0.24%)
VolumeN/A
Net Assets110.88B
LVAMX vs RMFEX Comparison Chart in %
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LVAMX vs. RMFEX commentary
Sep 18, 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: 111B vs. LVAMX (24.3M). LVAMX pays higher dividends than RMFEX: LVAMX (2.62) vs RMFEX (1.49). 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 : 7.44 vs. LVAMX (-1.47). RMFEX return over 5 years is better than : 62.65 vs. LVAMX (15.12).
| 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 | 11.730 | 13.168 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3M | 111B | 0% |
| Annual Yield % from dividends | 2.62 | 1.49 | 176% |
| Returns for 1 year | -1.47 | 7.44 | -20% |
| Returns for 3 years | 2.09 | 35.34 | 6% |
| Returns for 5 years | 15.12 | 62.65 | 24% |
| Returns for 10 years | 36.09 | 104.13 | 35% |
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