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LVAVX vs RMFEX
LVAVX vs RMFEX Comparison
Open Charts LVAVX vs RMFEX
LSV Conservative Value Equity Investor
Price$14.43
Change+$0.15 (+1.05%)
VolumeN/A
Net Assets128.95M
American Funds American Mutual R4
Price$60.63
Change+$0.18 (+0.30%)
VolumeN/A
Net Assets109.66B
LVAVX vs RMFEX Comparison Chart in %
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LVAVX vs. RMFEX commentary
Aug 14, 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: 110B vs. LVAVX (129M). LVAVX pays higher dividends than RMFEX: LVAVX (1.79) vs RMFEX (1.51). 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 : 9.97 vs. LVAVX (0.67). LVAVX (58.69) and RMFEX (57.78) 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 | 7.288 | 11.234 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129M | 110B | 0% |
| Annual Yield % from dividends | 1.79 | 1.51 | 119% |
| Returns for 1 year | 0.67 | 9.97 | 7% |
| Returns for 3 years | 13.59 | 24.94 | 54% |
| Returns for 5 years | 58.69 | 57.78 | 102% |
| Returns for 10 years | 62.38 | 86.92 | 72% |
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