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OCLVX vs RMFEX
OCLVX vs RMFEX Comparison
Open Charts OCLVX vs RMFEX
Optimum Large Cap Value C
Price$20.13
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets1.92B
American Funds American Mutual R4
Price$61.47
Change-$0.15 (-0.24%)
VolumeN/A
Net Assets110.88B
OCLVX vs RMFEX Comparison Chart in %
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OCLVX vs. RMFEX commentary
Sep 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 OCLVX is a Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. OCLVX (1.92B). RMFEX pays higher dividends than OCLVX: RMFEX (1.49) vs OCLVX (0.00). OCLVX was incepted earlier than RMFEX: OCLVX (22 years) vs RMFEX (23 years). OCLVX (1.92) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. OCLVX (11.00). RMFEX has a lower initial minimum investment than OCLVX: RMFEX (250) vs OCLVX (1000). RMFEX annual gain was more profitable for investors over the last year : 7.44 vs. OCLVX (1.31). RMFEX return over 5 years is better than : 62.65 vs. OCLVX (27.83).
| OCLVX | RMFEX | OCLVX / RMFEX | |
| Total Expense Ratio | 1.92 | 0.62 | 310% |
| Annual Report Gross Expense Ratio | 1.92 | 0.62 | 310% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 9.195 | 13.168 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 111B | 2% |
| Annual Yield % from dividends | 0.00 | 1.49 | - |
| Returns for 1 year | 1.31 | 7.44 | 18% |
| Returns for 3 years | 8.78 | 35.34 | 25% |
| Returns for 5 years | 27.83 | 62.65 | 44% |
| Returns for 10 years | 39.19 | 104.13 | 38% |
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