Ad is loading...
MBVKX vs RMFEX
MBVKX vs RMFEX Comparison
Open Charts MBVKX vs RMFEX
BlackRock Large Cap Focus Value K
Price$19.85
Change-$0.15 (-0.75%)
VolumeN/A
Net Assets1.84B
American Funds American Mutual R4
Price$57.60
Change-$0.62 (-1.06%)
VolumeN/A
Net Assets105.48B
MBVKX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MBVKX vs. RMFEX commentary
Feb 23, 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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. MBVKX (1.84B). MBVKX (2.04) and RMFEX (1.95) have matching dividends . MBVKX was incepted earlier than RMFEX: MBVKX (10 years) vs RMFEX (23 years). MBVKX is a more actively managed with annual turnover of: 80.00 vs. RMFEX (25.00). 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 : 11.37 vs. MBVKX (6.58). RMFEX return over 5 years is better than : 43.97 vs. MBVKX (5.72).
| MBVKX | RMFEX | MBVKX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 5.867 | 4.880 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 105B | 2% |
| Annual Yield % from dividends | 2.04 | 1.95 | 105% |
| Returns for 1 year | 6.58 | 11.37 | 58% |
| Returns for 3 years | 8.33 | 20.81 | 40% |
| Returns for 5 years | 5.72 | 43.97 | 13% |
| Returns for 10 years | -14.92 | 71.03 | -21% |