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LVAVX vs RMFEX
LVAVX vs RMFEX Comparison
Open Charts LVAVX vs RMFEX
LSV Conservative Value Equity Investor
Price$13.59
Change-$0.13 (-0.95%)
VolumeN/A
Net Assets126.76M
American Funds American Mutual R4
Price$57.86
Change-$0.45 (-0.77%)
VolumeN/A
Net Assets105.76B
LVAVX vs RMFEX Comparison Chart
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LVAVX vs. RMFEX commentary
Jun 15, 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: 106B vs. LVAVX (127M). LVAVX pays higher dividends than RMFEX: LVAVX (1.85) vs RMFEX (1.58). 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 : 9.03 vs. LVAVX (-1.48). RMFEX (62.32) and LVAVX (59.97) have equivalent 5 years return.
| 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 | 2.104 | 6.152 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127M | 106B | 0% |
| Annual Yield % from dividends | 1.85 | 1.58 | 117% |
| Returns for 1 year | -1.48 | 9.03 | -16% |
| Returns for 3 years | 17.82 | 29.63 | 60% |
| Returns for 5 years | 59.97 | 62.32 | 96% |
| Returns for 10 years | 52.45 | 76.27 | 69% |
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