Interact to see
Advertisement
Advertisement
LVAVX vs RMFEX
LVAVX vs RMFEX Comparison
Open Charts LVAVX vs RMFEX
LSV Conservative Value Equity Investor
Price$14.81
Change+$0.13 (+0.89%)
VolumeN/A
Net Assets133.52M
American Funds American Mutual R4
Price$60.85
Change+$0.06 (+0.10%)
VolumeN/A
Net Assets109.34B
LVAVX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LVAVX vs. RMFEX commentary
Sep 07, 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 (134M). LVAVX pays higher dividends than RMFEX: LVAVX (1.71) vs RMFEX (1.49). 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 : 8.06 vs. LVAVX (1.12). LVAVX return over 5 years is better than : 64.90 vs. RMFEX (58.84).
| 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 | 11.270 | 11.638 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 109B | 0% |
| Annual Yield % from dividends | 1.71 | 1.49 | 115% |
| Returns for 1 year | 1.12 | 8.06 | 14% |
| Returns for 3 years | 26.96 | 33.39 | 81% |
| Returns for 5 years | 64.90 | 58.84 | 110% |
| Returns for 10 years | 79.50 | 98.59 | 81% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement