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OFVIX vs RMFEX
OFVIX vs RMFEX Comparison
Open Charts OFVIX vs RMFEX
O'Shaughnessy Market Leaders Value I
Price$20.60
Change-$0.10 (-0.48%)
VolumeN/A
Net Assets240.49M
American Funds American Mutual R4
Price$59.73
Change-$0.05 (-0.08%)
VolumeN/A
Net Assets108.54B
OFVIX vs RMFEX Comparison Chart in %
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OFVIX vs. RMFEX 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. OFVIX (240M). OFVIX pays higher dividends than RMFEX: OFVIX (1.86) vs RMFEX (1.51). OFVIX was incepted earlier than RMFEX: OFVIX (9 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 : 11.42 vs. OFVIX (7.76). OFVIX return over 5 years is better than : 83.32 vs. RMFEX (56.63).
| OFVIX | RMFEX | OFVIX / RMFEX | |
| Total Expense Ratio | 0.54 | 0.62 | 87% |
| Annual Report Gross Expense Ratio | 0.54 | 0.62 | 87% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 6.646 | 9.583 | 69% |
| 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 | 1.51 | 123% |
| Returns for 1 year | 7.76 | 11.42 | 68% |
| Returns for 3 years | 27.05 | 26.71 | 101% |
| Returns for 5 years | 83.32 | 56.63 | 147% |
| Returns for 10 years | N/A | 83.15 | - |
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