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RCMFX vs VEXAX
RCMFX vs VEXAX Comparison
Open Charts RCMFX vs VEXAX
Schwartz Value Focused
Price$58.13
Change+$0.32 (+0.55%)
VolumeN/A
Net Assets65.49M
Vanguard Extended Market Index Admiral
Price$149.83
Change+$1.00 (+0.67%)
VolumeN/A
Net Assets111.13B
RCMFX vs VEXAX Comparison Chart
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RCMFX vs. VEXAX commentary
Jan 19, 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 RCMFX is a StrongBuy and VEXAX is a Hold.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 111B vs. RCMFX (65.5M). VEXAX pays higher dividends than RCMFX: VEXAX (1.20) vs RCMFX (0.57). RCMFX was incepted earlier than VEXAX: RCMFX (41 years) vs VEXAX (24 years). RCMFX is a more actively managed with annual turnover of: 24.00 vs. VEXAX (11.00). RCMFX has a lower initial minimum investment than VEXAX: RCMFX (2500) vs VEXAX (3000). RCMFX annual gain was more profitable for investors over the last year : 40.07 vs. VEXAX (24.94). RCMFX return over 5 years is better than : 110.79 vs. VEXAX (54.66).
| RCMFX | VEXAX | RCMFX / VEXAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 41 years | 24 years | - |
| Gain YTD | 10.241 | 3.991 | 257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.5M | 111B | 0% |
| Annual Yield % from dividends | 0.57 | 1.20 | 47% |
| Returns for 1 year | 40.07 | 24.94 | 161% |
| Returns for 3 years | 64.49 | 18.28 | 353% |
| Returns for 5 years | 110.79 | 54.66 | 203% |
| Returns for 10 years | 147.29 | 138.59 | 106% |
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