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RMFCX vs USPVX
RMFCX vs USPVX Comparison
Open Charts RMFCX vs USPVX
American Funds American Mutual R3
Price$56.01
Change-$0.14 (-0.25%)
VolumeN/A
Net Assets104.75B
Union Street Partners Value A
Price$29.47
Change-$0.52 (-1.73%)
VolumeN/A
Net Assets76.32M
RMFCX vs USPVX Comparison Chart
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RMFCX vs. USPVX 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 RMFCX is a Buy and USPVX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 105B vs. USPVX (76.3M). RMFCX pays higher dividends than USPVX: RMFCX (1.37) vs USPVX (0.00). RMFCX was incepted earlier than USPVX: RMFCX (23 years) vs USPVX (14 years). USPVX (1.68) is less costly to investors than RMFCX (0.91). RMFCX is a more actively managed with annual turnover of: 31.00 vs. USPVX (7.18). RMFCX has a lower initial minimum investment than USPVX: RMFCX (250) vs USPVX (2500). RMFCX annual gain was more profitable for investors over the last year : 5.25 vs. USPVX (0.74). USPVX return over 5 years is better than : 86.41 vs. RMFCX (59.57).
| RMFCX | USPVX | RMFCX / USPVX | |
| Total Expense Ratio | 0.91 | 1.40 | 65% |
| Annual Report Gross Expense Ratio | 0.91 | 1.68 | 54% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 3.181 | -1.737 | -183% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105B | 76.3M | 137,615% |
| Annual Yield % from dividends | 1.37 | 0.00 | - |
| Returns for 1 year | 5.25 | 0.74 | 711% |
| Returns for 3 years | 20.45 | 29.22 | 70% |
| Returns for 5 years | 59.57 | 86.41 | 69% |
| Returns for 10 years | 62.18 | 104.00 | 60% |
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