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OFVIX vs RMFCX
OFVIX vs RMFCX Comparison
Open Charts OFVIX vs RMFCX
O'Shaughnessy Market Leaders Value I
Price$20.60
Change-$0.10 (-0.48%)
VolumeN/A
Net Assets240.49M
American Funds American Mutual R3
Price$59.35
Change-$0.05 (-0.08%)
VolumeN/A
Net Assets108.54B
OFVIX vs RMFCX Comparison Chart in %
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OFVIX vs. RMFCX 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 RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 109B vs. OFVIX (240M). OFVIX pays higher dividends than RMFCX: OFVIX (1.86) vs RMFCX (1.26). OFVIX was incepted earlier than RMFCX: OFVIX (9 years) vs RMFCX (23 years). RMFCX (0.91) is less costly to investors than OFVIX (0.54). OFVIX is a more actively managed with annual turnover of: 53.57 vs. RMFCX (31.00). RMFCX has a lower initial minimum investment than OFVIX: RMFCX (250) vs OFVIX (10000). RMFCX annual gain was more profitable for investors over the last year : 11.08 vs. OFVIX (7.76). OFVIX return over 5 years is better than : 83.32 vs. RMFCX (54.27).
| OFVIX | RMFCX | OFVIX / RMFCX | |
| Total Expense Ratio | 0.54 | 0.91 | 59% |
| Annual Report Gross Expense Ratio | 0.54 | 0.91 | 59% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 6.646 | 9.394 | 71% |
| 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 | 1.26 | 148% |
| Returns for 1 year | 7.76 | 11.08 | 70% |
| Returns for 3 years | 27.05 | 25.54 | 106% |
| Returns for 5 years | 83.32 | 54.27 | 154% |
| Returns for 10 years | N/A | 76.20 | - |
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