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LVAVX vs RMFEX
LVAVX vs RMFEX Comparison
Open Charts LVAVX vs RMFEX
LSV Conservative Value Equity Investor
Price$15.07
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets133.88M
American Funds American Mutual R4
Price$61.42
Change+$0.09 (+0.15%)
VolumeN/A
Net Assets109.8B
LVAVX vs RMFEX Comparison Chart in %
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LVAVX vs. RMFEX commentary
Nov 20, 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 Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 110B vs. LVAVX (134M). LVAVX pays higher dividends than RMFEX: LVAVX (1.67) vs RMFEX (1.46). 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 : 6.34 vs. LVAVX (-2.63). LVAVX (56.93) and RMFEX (55.02) 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 | 13.524 | 13.076 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 110B | 0% |
| Annual Yield % from dividends | 1.67 | 1.46 | 114% |
| Returns for 1 year | -2.63 | 6.34 | -41% |
| Returns for 3 years | 20.46 | 29.13 | 70% |
| Returns for 5 years | 56.93 | 55.02 | 103% |
| Returns for 10 years | 74.67 | 92.11 | 81% |
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