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LVAVX vs RMFEX
LVAVX vs RMFEX Comparison
Open Charts LVAVX vs RMFEX
LSV Conservative Value Equity Investor
Price$13.35
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets125.79M
American Funds American Mutual R4
Price$56.25
Change-$0.12 (-0.21%)
VolumeN/A
Net Assets102.94B
LVAVX vs RMFEX Comparison Chart
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LVAVX 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 LVAVX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. LVAVX (126M). LVAVX pays higher dividends than RMFEX: LVAVX (1.90) vs RMFEX (1.65). 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 : 6.45 vs. LVAVX (-3.75). LVAVX return over 5 years is better than : 65.49 vs. RMFEX (61.32).
| 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 | 0.601 | 2.818 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 103B | 0% |
| Annual Yield % from dividends | 1.90 | 1.65 | 115% |
| Returns for 1 year | -3.75 | 6.45 | -58% |
| Returns for 3 years | 9.35 | 18.82 | 50% |
| Returns for 5 years | 65.49 | 61.32 | 107% |
| Returns for 10 years | 50.34 | 69.37 | 73% |
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