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LVAMX vs RMFEX
LVAMX vs RMFEX Comparison
Open Charts LVAMX vs RMFEX
LSV US Managed Volatility Investor
Price$10.28
Change+$0.08 (+0.78%)
VolumeN/A
Net Assets21.67M
American Funds American Mutual R4
Price$52.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets96.51B
LVAMX vs RMFEX Comparison Chart
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LVAMX vs. RMFEX commentary
Apr 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: 96.5B vs. LVAMX (21.7M). LVAMX pays higher dividends than RMFEX: LVAMX (2.76) vs RMFEX (1.61). 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 : 3.95 vs. LVAMX (-2.02). RMFEX return over 5 years is better than : 51.09 vs. LVAMX (5.77).
| 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 | -0.293 | -3.251 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7M | 96.5B | 0% |
| Annual Yield % from dividends | 2.76 | 1.61 | 171% |
| Returns for 1 year | -2.02 | 3.95 | -51% |
| Returns for 3 years | -18.71 | 6.78 | -276% |
| Returns for 5 years | 5.77 | 51.09 | 11% |
| Returns for 10 years | 14.07 | 58.82 | 24% |
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