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OFVIX vs RMEBX
OFVIX vs RMEBX Comparison
Open Charts OFVIX vs RMEBX
O'Shaughnessy Market Leaders Value I
Price$20.83
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets241.83M
American Funds American Mutual R2E
Price$59.62
Change+$0.26 (+0.44%)
VolumeN/A
Net Assets108.17B
OFVIX vs RMEBX Comparison Chart in %
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OFVIX vs. RMEBX commentary
Jul 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: 108B vs. OFVIX (242M). OFVIX pays higher dividends than RMEBX: OFVIX (1.87) vs RMEBX (1.12). 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 : 7.69 vs. OFVIX (4.49). OFVIX return over 5 years is better than : 88.45 vs. RMEBX (55.63).
| 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 | 7.213 | 9.183 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242M | 108B | 0% |
| Annual Yield % from dividends | 1.87 | 1.12 | 168% |
| Returns for 1 year | 4.49 | 7.69 | 58% |
| Returns for 3 years | 33.87 | 29.84 | 114% |
| Returns for 5 years | 88.45 | 55.63 | 159% |
| Returns for 10 years | N/A | 74.05 | - |
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