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OALVX vs RMFEX
OALVX vs RMFEX Comparison
Open Charts OALVX vs RMFEX
Optimum Large Cap Value A
Price$19.56
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets1.87B
American Funds American Mutual R4
Price$59.73
Change-$0.05 (-0.08%)
VolumeN/A
Net Assets108.54B
OALVX vs RMFEX Comparison Chart in %
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OALVX vs. RMFEX commentary
Aug 08, 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 OALVX is a StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. OALVX (1.87B). RMFEX pays higher dividends than OALVX: RMFEX (1.51) vs OALVX (0.78). OALVX was incepted earlier than RMFEX: OALVX (22 years) vs RMFEX (23 years). OALVX (1.21) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. OALVX (11.00). RMFEX has a lower initial minimum investment than OALVX: RMFEX (250) vs OALVX (1000). RMFEX annual gain was more profitable for investors over the last year : 11.42 vs. OALVX (5.38). RMFEX return over 5 years is better than : 56.63 vs. OALVX (28.92).
| OALVX | RMFEX | OALVX / RMFEX | |
| Total Expense Ratio | 1.16 | 0.62 | 187% |
| Annual Report Gross Expense Ratio | 1.21 | 0.62 | 195% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 6.074 | 9.583 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 109B | 2% |
| Annual Yield % from dividends | 0.78 | 1.51 | 52% |
| Returns for 1 year | 5.38 | 11.42 | 47% |
| Returns for 3 years | 4.42 | 26.71 | 17% |
| Returns for 5 years | 28.92 | 56.63 | 51% |
| Returns for 10 years | 32.90 | 83.15 | 40% |
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