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OFVIX vs RMEBX
OFVIX vs RMEBX Comparison
Open Charts OFVIX vs RMEBX
O'Shaughnessy Market Leaders Value I
Price$20.60
Change-$0.10 (-0.48%)
VolumeN/A
Net Assets240.49M
American Funds American Mutual R2E
Price$59.68
Change-$0.04 (-0.07%)
VolumeN/A
Net Assets108.54B
OFVIX vs RMEBX Comparison Chart in %
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OFVIX vs. RMEBX 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 OFVIX is a Hold and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 109B vs. OFVIX (240M). OFVIX pays higher dividends than RMEBX: OFVIX (1.86) vs RMEBX (1.11). 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 : 10.92 vs. OFVIX (7.76). OFVIX return over 5 years is better than : 83.32 vs. RMEBX (53.14).
| 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 | 6.646 | 9.293 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 109B | 0% |
| Annual Yield % from dividends | 1.86 | 1.11 | 168% |
| Returns for 1 year | 7.76 | 10.92 | 71% |
| Returns for 3 years | 27.05 | 25.02 | 108% |
| Returns for 5 years | 83.32 | 53.14 | 157% |
| Returns for 10 years | N/A | 74.65 | - |
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