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MBVKX vs RMFEX
MBVKX vs RMFEX Comparison
Open Charts MBVKX vs RMFEX
BlackRock Large Cap Focus Value K
Price$19.13
Change+$0.08 (+0.42%)
VolumeN/A
Net Assets1.74B
American Funds American Mutual R4
Price$55.46
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets100.91B
MBVKX vs RMFEX Comparison Chart
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MBVKX vs. RMFEX commentary
May 09, 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: 101B vs. MBVKX (1.74B). MBVKX pays higher dividends than RMFEX: MBVKX (2.40) vs RMFEX (1.65). 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 : 5.68 vs. MBVKX (-1.79). RMFEX return over 5 years is better than : 58.56 vs. MBVKX (25.24).
| 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 | 1.600 | 1.374 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 101B | 2% |
| Annual Yield % from dividends | 2.40 | 1.65 | 146% |
| Returns for 1 year | -1.79 | 5.68 | -31% |
| Returns for 3 years | 8.88 | 18.38 | 48% |
| Returns for 5 years | 25.24 | 58.56 | 43% |
| Returns for 10 years | -18.81 | 66.50 | -28% |