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LVAVX vs RMFEX
LVAVX vs RMFEX Comparison
Open Charts LVAVX vs RMFEX
LSV Conservative Value Equity Investor
Price$12.49
Change-$0.39 (-3.03%)
VolumeN/A
Net Assets121.92M
American Funds American Mutual R4
Price$52.52
Change-$1.37 (-2.54%)
VolumeN/A
Net Assets98.3B
LVAVX vs RMFEX Comparison Chart
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LVAVX vs. RMFEX commentary
Apr 11, 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: 98.3B vs. LVAVX (122M). LVAVX pays higher dividends than RMFEX: LVAVX (1.84) vs RMFEX (1.61). 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 : 3.44 vs. LVAVX (-15.03). RMFEX return over 5 years is better than : 57.48 vs. LVAVX (50.01).
| 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 | -9.316 | -1.496 | 623% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 98.3B | 0% |
| Annual Yield % from dividends | 1.84 | 1.61 | 114% |
| Returns for 1 year | -15.03 | 3.44 | -437% |
| Returns for 3 years | -6.22 | 8.16 | -76% |
| Returns for 5 years | 50.01 | 57.48 | 87% |
| Returns for 10 years | 35.89 | 62.82 | 57% |
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