Ad is loading...
LVAVX vs RMFEX
LVAVX vs RMFEX Comparison
Open Charts LVAVX vs RMFEX
LSV Conservative Value Equity Investor
Price$13.78
Change+$0.07 (+0.51%)
VolumeN/A
Net Assets133.62M
American Funds American Mutual R4
Price$56.11
Change+$0.29 (+0.52%)
VolumeN/A
Net Assets103.41B
LVAVX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LVAVX vs. RMFEX commentary
Jan 19, 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 (134M). LVAVX pays higher dividends than RMFEX: LVAVX (2.08) vs RMFEX (1.95). LVAVX was incepted earlier than RMFEX: LVAVX (11 years) vs RMFEX (23 years). RMFEX is a more actively managed with annual turnover of: 25.00 vs. LVAVX (19.00). 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 : 12.78 vs. LVAVX (8.95). RMFEX return over 5 years is better than : 39.96 vs. LVAVX (29.90).
| LVAVX | RMFEX | LVAVX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 3.531 | 2.167 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 103B | 0% |
| Annual Yield % from dividends | 2.08 | 1.95 | 107% |
| Returns for 1 year | 8.95 | 12.78 | 70% |
| Returns for 3 years | 4.48 | 13.63 | 33% |
| Returns for 5 years | 29.90 | 39.96 | 75% |
| Returns for 10 years | 60.04 | 71.41 | 84% |
View a ticker or compare two or three
VS
VS
Ad is loading...