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MBVKX vs RMFEX
MBVKX vs RMFEX Comparison
Open Charts MBVKX vs RMFEX
BlackRock Large Cap Focus Value K
Price$18.11
Change+$0.25 (+1.40%)
VolumeN/A
Net Assets1.64B
American Funds American Mutual R4
Price$52.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets96.51B
MBVKX vs RMFEX Comparison Chart
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MBVKX vs. RMFEX commentary
Apr 18, 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 MBVKX is a StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 96.5B vs. MBVKX (1.64B). MBVKX pays higher dividends than RMFEX: MBVKX (2.35) vs RMFEX (1.61). MBVKX was incepted earlier than RMFEX: MBVKX (10 years) vs RMFEX (23 years). RMFEX (0.62) is less costly to investors than MBVKX (0.49). MBVKX is a more actively managed with annual turnover of: 63.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than MBVKX: RMFEX (250) vs MBVKX (5000000). RMFEX annual gain was more profitable for investors over the last year : 3.95 vs. MBVKX (-3.40). RMFEX return over 5 years is better than : 51.09 vs. MBVKX (20.50).
| MBVKX | RMFEX | MBVKX / RMFEX | |
| Total Expense Ratio | 0.49 | 0.62 | 79% |
| Annual Report Gross Expense Ratio | 0.49 | 0.62 | 79% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -4.747 | -3.251 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 96.5B | 2% |
| Annual Yield % from dividends | 2.35 | 1.61 | 146% |
| Returns for 1 year | -3.40 | 3.95 | -86% |
| Returns for 3 years | -5.01 | 6.78 | -74% |
| Returns for 5 years | 20.50 | 51.09 | 40% |
| Returns for 10 years | -24.12 | 58.82 | -41% |
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