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OLVTX vs RMFEX
OLVTX vs RMFEX Comparison
Open Charts OLVTX vs RMFEX
JPMorgan Large Cap Value R3
Price$19.67
Change-$0.60 (-2.96%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$54.54
Change-$1.43 (-2.55%)
VolumeN/A
CapitalizationN/A
OLVTX vs RMFEX Comparison Chart
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OLVTX vs. RMFEX commentary
Dec 19, 2024
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 OLVTX is a Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 98.7B vs. OLVTX (5.03B). RMFEX pays higher dividends than OLVTX: RMFEX (1.95) vs OLVTX (1.29). OLVTX was incepted earlier than RMFEX: OLVTX (6 years) vs RMFEX (22 years). OLVTX is a more actively managed with annual turnover of: 143.00 vs. RMFEX (25.00). OLVTX has a lower initial minimum investment than RMFEX: OLVTX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 9.76 vs. OLVTX (5.80). RMFEX return over 5 years is better than : 38.66 vs. OLVTX (35.43).
| OLVTX | RMFEX | OLVTX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 22 years | - |
| Gain YTD | 5.769 | 9.238 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.03B | 98.7B | 5% |
| Annual Yield % from dividends | 1.29 | 1.95 | 66% |
| Returns for 1 year | 5.80 | 9.76 | 59% |
| Returns for 3 years | 11.17 | 12.60 | 89% |
| Returns for 5 years | 35.43 | 38.66 | 92% |
| Returns for 10 years | N/A | 64.15 | - |
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