Interact to see
Advertisement
Advertisement
OCLVX vs RMFEX
OCLVX vs RMFEX Comparison
Open Charts OCLVX vs RMFEX
Optimum Large Cap Value C
Price$19.41
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets1.87B
American Funds American Mutual R4
Price$59.73
Change-$0.05 (-0.08%)
VolumeN/A
Net Assets108.54B
OCLVX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OCLVX 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 OCLVX is a StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. OCLVX (1.87B). 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 (1.96) 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 : 11.42 vs. OCLVX (4.64). RMFEX return over 5 years is better than : 56.63 vs. OCLVX (23.95).
| OCLVX | RMFEX | OCLVX / RMFEX | |
| Total Expense Ratio | 1.91 | 0.62 | 308% |
| Annual Report Gross Expense Ratio | 1.96 | 0.62 | 316% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 5.604 | 9.583 | 58% |
| Front Load | N/A | 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 | 0.00 | 1.51 | - |
| Returns for 1 year | 4.64 | 11.42 | 41% |
| Returns for 3 years | 1.94 | 26.71 | 7% |
| Returns for 5 years | 23.95 | 56.63 | 42% |
| Returns for 10 years | 23.65 | 83.15 | 28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement