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OFVIX vs RMEBX
OFVIX vs RMEBX Comparison
Open Charts OFVIX vs RMEBX
O'Shaughnessy Market Leaders Value I
Price$20.22
Change+$0.23 (+1.15%)
VolumeN/A
Net Assets233.33M
American Funds American Mutual R2E
Price$57.95
Change+$0.31 (+0.54%)
VolumeN/A
Net Assets105.22B
OFVIX vs RMEBX Comparison Chart
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OFVIX vs. RMEBX commentary
Jun 07, 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: 105B vs. OFVIX (233M). OFVIX pays higher dividends than RMEBX: OFVIX (1.94) vs RMEBX (1.16). 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 : 8.87 vs. OFVIX (4.71). OFVIX return over 5 years is better than : 73.49 vs. RMEBX (50.55).
| 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 | 2.988 | 5.842 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 105B | 0% |
| Annual Yield % from dividends | 1.94 | 1.16 | 168% |
| Returns for 1 year | 4.71 | 8.87 | 53% |
| Returns for 3 years | 16.97 | 17.32 | 98% |
| Returns for 5 years | 73.49 | 50.55 | 145% |
| Returns for 10 years | N/A | 68.95 | - |