OFVIX
Price
$21.63
Change
+$0.02 (+0.09%)
Updated
Aug 28 closing price
Net Assets
255.94M
RMFEX
Price
$60.97
Change
+$0.10 (+0.16%)
Updated
Aug 28 closing price
Net Assets
108.91B
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OFVIX vs RMFEX

Header iconOFVIX vs RMFEX Comparison
Open Charts OFVIX vs RMFEXBanner chart's image
O'Shaughnessy Market Leaders Value I
Price$21.63
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets255.94M
American Funds American Mutual R4
Price$60.97
Change+$0.10 (+0.16%)
VolumeN/A
Net Assets108.91B
OFVIX vs RMFEX Comparison Chart in %
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OFVIX vs. RMFEX commentary
Aug 29, 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 StrongBuy and RMFEX is a Buy.

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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. OFVIX (256M). OFVIX pays higher dividends than RMFEX: OFVIX (1.86) vs RMFEX (1.51). OFVIX was incepted earlier than RMFEX: OFVIX (10 years) vs RMFEX (23 years). RMFEX (0.62) is less costly to investors than OFVIX (0.54). OFVIX is a more actively managed with annual turnover of: 53.57 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than OFVIX: RMFEX (250) vs OFVIX (10000). RMFEX annual gain was more profitable for investors over the last year : 7.31 vs. OFVIX (5.24). OFVIX return over 5 years is better than : 86.65 vs. RMFEX (56.62).
OFVIXRMFEXOFVIX / RMFEX
Total Expense Ratio0.540.6287%
Annual Report Gross Expense Ratio0.540.6287%
Fund Existence10 years23 years-
Gain YTD11.33411.85896%
Front LoadN/AN/A-
Min. Initial Investment100002504,000%
Min. Initial Investment IRAN/AN/A-
Net Assets256M109B0%
Annual Yield % from dividends1.861.51123%
Returns for 1 year5.247.3172%
Returns for 3 years32.8730.46108%
Returns for 5 years86.6556.62153%
Returns for 10 yearsN/A98.75-
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