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OLVTX vs RMFEX
OLVTX vs RMFEX Comparison
Open Charts OLVTX vs RMFEX
JPMorgan Large Cap Value R3
Price$18.78
Change-$0.81 (-4.13%)
VolumeN/A
Net Assets4.87B
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
OLVTX vs RMFEX Comparison Chart
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OLVTX vs. RMFEX commentary
Apr 04, 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 Hold and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. OLVTX (4.87B). RMFEX pays higher dividends than OLVTX: RMFEX (1.61) vs OLVTX (1.01). 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 : 7.10 vs. OLVTX (-0.75). OLVTX return over 5 years is better than : 112.80 vs. RMFEX (78.86).
| 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 | 0.216 | 2.891 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.87B | 103B | 5% |
| Annual Yield % from dividends | 1.01 | 1.61 | 63% |
| Returns for 1 year | -0.75 | 7.10 | -11% |
| Returns for 3 years | -0.09 | 12.51 | -1% |
| Returns for 5 years | 112.80 | 78.86 | 143% |
| Returns for 10 years | N/A | 70.99 | - |
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