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OFVIX vs RMEBX
OFVIX vs RMEBX Comparison
Open Charts OFVIX vs RMEBX
O'Shaughnessy Market Leaders Value I
Price$17.81
Change-$0.22 (-1.22%)
VolumeN/A
Net Assets200.05M
American Funds American Mutual R2E
Price$52.90
Change-$0.68 (-1.27%)
VolumeN/A
Net Assets97.76B
OFVIX vs RMEBX Comparison Chart
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OFVIX vs. RMEBX commentary
Apr 18, 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 OFVIX is a Buy and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 97.8B vs. OFVIX (200M). OFVIX pays higher dividends than RMEBX: OFVIX (1.97) vs RMEBX (1.18). OFVIX was incepted earlier than RMEBX: OFVIX (9 years) vs RMEBX (11 years). RMEBX (1.07) is less costly to investors than OFVIX (0.54). OFVIX is a more actively managed with annual turnover of: 53.57 vs. RMEBX (31.00). RMEBX has a lower initial minimum investment than OFVIX: RMEBX (250) vs OFVIX (10000). RMEBX annual gain was more profitable for investors over the last year : 3.30 vs. OFVIX (-2.96). OFVIX return over 5 years is better than : 83.49 vs. RMEBX (47.73).
| OFVIX | RMEBX | OFVIX / RMEBX | |
| Total Expense Ratio | 0.54 | 1.07 | 50% |
| Annual Report Gross Expense Ratio | 0.54 | 1.07 | 50% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | -7.110 | -3.381 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 200M | 97.8B | 0% |
| Annual Yield % from dividends | 1.97 | 1.18 | 167% |
| Returns for 1 year | -2.96 | 3.30 | -90% |
| Returns for 3 years | 4.10 | 5.10 | 80% |
| Returns for 5 years | 83.49 | 47.73 | 175% |
| Returns for 10 years | N/A | 53.03 | - |
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