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OFVIX vs RMEBX
OFVIX vs RMEBX Comparison
Open Charts OFVIX vs RMEBX
O'Shaughnessy Market Leaders Value I
Price$20.24
Change+$0.17 (+0.85%)
VolumeN/A
Net Assets220.4M
American Funds American Mutual R2E
Price$56.08
Change+$0.30 (+0.54%)
VolumeN/A
Net Assets103.41B
OFVIX vs RMEBX Comparison Chart
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OFVIX vs. RMEBX commentary
Jan 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 OFVIX is a Buy and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 103B vs. OFVIX (220M). OFVIX pays higher dividends than RMEBX: OFVIX (1.96) vs RMEBX (1.54). OFVIX was incepted earlier than RMEBX: OFVIX (9 years) vs RMEBX (10 years). OFVIX is a more actively managed with annual turnover of: 63.50 vs. RMEBX (25.00). RMEBX has a lower initial minimum investment than OFVIX: RMEBX (250) vs OFVIX (10000). OFVIX annual gain was more profitable for investors over the last year : 16.37 vs. RMEBX (12.29). OFVIX return over 5 years is better than : 51.74 vs. RMEBX (36.84).
| OFVIX | RMEBX | OFVIX / RMEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 4.276 | 2.149 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 103B | 0% |
| Annual Yield % from dividends | 1.96 | 1.54 | 127% |
| Returns for 1 year | 16.37 | 12.29 | 133% |
| Returns for 3 years | 14.20 | 12.11 | 117% |
| Returns for 5 years | 51.74 | 36.84 | 140% |
| Returns for 10 years | N/A | 63.72 | - |
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