Interact to see
Advertisement
Advertisement
LVAMX vs RMFEX
LVAMX vs RMFEX Comparison
Open Charts LVAMX vs RMFEX
LSV US Managed Volatility Investor
Price$10.80
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets23.75M
American Funds American Mutual R4
Price$56.25
Change-$0.12 (-0.21%)
VolumeN/A
Net Assets103.21B
LVAMX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LVAMX vs. RMFEX commentary
May 24, 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: 103B vs. LVAMX (23.7M). LVAMX pays higher dividends than RMFEX: LVAMX (2.81) vs RMFEX (1.65). 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 : 5.55 vs. LVAMX (1.03). RMFEX return over 5 years is better than : 61.67 vs. LVAMX (14.74).
| 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 | 6.158 | 3.037 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7M | 103B | 0% |
| Annual Yield % from dividends | 2.81 | 1.65 | 170% |
| Returns for 1 year | 1.03 | 5.55 | 19% |
| Returns for 3 years | -8.88 | 19.57 | -45% |
| Returns for 5 years | 14.74 | 61.67 | 24% |
| Returns for 10 years | 20.79 | 67.98 | 31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement