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OCLVX vs RMFEX
OCLVX vs RMFEX Comparison
Open Charts OCLVX vs RMFEX
Optimum Large Cap Value C
Price$20.09
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.92B
American Funds American Mutual R4
Price$60.97
Change+$0.10 (+0.16%)
VolumeN/A
Net Assets108.91B
OCLVX vs RMFEX Comparison Chart in %
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OCLVX vs. RMFEX commentary
Aug 29, 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 StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. OCLVX (1.92B). RMFEX pays higher dividends than OCLVX: RMFEX (1.51) 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 : 7.31 vs. OCLVX (2.24). RMFEX return over 5 years is better than : 56.62 vs. OCLVX (25.20).
| 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 | 9.249 | 11.858 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 109B | 2% |
| Annual Yield % from dividends | 0.00 | 1.51 | - |
| Returns for 1 year | 2.24 | 7.31 | 31% |
| Returns for 3 years | 6.08 | 30.46 | 20% |
| Returns for 5 years | 25.20 | 56.62 | 44% |
| Returns for 10 years | 37.30 | 98.75 | 38% |
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