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OLVTX vs RMFEX
OLVTX vs RMFEX Comparison
Open Charts OLVTX vs RMFEX
JPMorgan Large Cap Value R3
Price$19.28
Change-$0.10 (-0.52%)
VolumeN/A
Net Assets4.88B
American Funds American Mutual R4
Price$56.37
Change-$0.15 (-0.27%)
VolumeN/A
Net Assets103.21B
OLVTX vs RMFEX Comparison Chart
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OLVTX vs. RMFEX commentary
May 23, 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 OLVTX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. OLVTX (4.88B). RMFEX pays higher dividends than OLVTX: RMFEX (1.65) vs OLVTX (1.04). OLVTX was incepted earlier than RMFEX: OLVTX (7 years) vs RMFEX (23 years). OLVTX (1.01) is less costly to investors than RMFEX (0.62). OLVTX is a more actively managed with annual turnover of: 167.00 vs. RMFEX (31.00). 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 : 5.55 vs. OLVTX (-2.30). OLVTX return over 5 years is better than : 72.39 vs. RMFEX (61.67).
| OLVTX | RMFEX | OLVTX / RMFEX | |
| Total Expense Ratio | 0.94 | 0.62 | 152% |
| Annual Report Gross Expense Ratio | 1.01 | 0.62 | 163% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | -0.859 | 3.037 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.88B | 103B | 5% |
| Annual Yield % from dividends | 1.04 | 1.65 | 63% |
| Returns for 1 year | -2.30 | 5.55 | -41% |
| Returns for 3 years | 6.10 | 19.57 | 31% |
| Returns for 5 years | 72.39 | 61.67 | 117% |
| Returns for 10 years | N/A | 67.98 | - |
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