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LVAVX vs RMFEX
LVAVX vs RMFEX Comparison
Open Charts LVAVX vs RMFEX
LSV Conservative Value Equity Investor
Price$14.25
Change+$0.09 (+0.64%)
VolumeN/A
Net Assets131.21M
American Funds American Mutual R4
Price$59.96
Change+$0.25 (+0.42%)
VolumeN/A
Net Assets108.78B
LVAVX vs RMFEX Comparison Chart in %
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LVAVX vs. RMFEX commentary
Jul 11, 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 LVAVX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. LVAVX (131M). LVAVX pays higher dividends than RMFEX: LVAVX (1.79) vs RMFEX (1.53). LVAVX was incepted earlier than RMFEX: LVAVX (11 years) vs RMFEX (23 years). LVAVX (0.81) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. LVAVX (9.00). RMFEX has a lower initial minimum investment than LVAVX: RMFEX (250) vs LVAVX (1000). RMFEX annual gain was more profitable for investors over the last year : 10.83 vs. LVAVX (1.29). LVAVX return over 5 years is better than : 69.00 vs. RMFEX (64.59).
| LVAVX | RMFEX | LVAVX / RMFEX | |
| Total Expense Ratio | 0.60 | 0.62 | 97% |
| Annual Report Gross Expense Ratio | 0.81 | 0.62 | 131% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 6.386 | 10.005 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 109B | 0% |
| Annual Yield % from dividends | 1.79 | 1.53 | 117% |
| Returns for 1 year | 1.29 | 10.83 | 12% |
| Returns for 3 years | 22.67 | 31.66 | 72% |
| Returns for 5 years | 69.00 | 64.59 | 107% |
| Returns for 10 years | 59.56 | 84.31 | 71% |
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