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RMFCX vs USPVX
RMFCX vs USPVX Comparison
Open Charts RMFCX vs USPVX
American Funds American Mutual R3
Price$57.52
Change-$0.44 (-0.76%)
VolumeN/A
Net Assets106.6B
Union Street Partners Value A
Price$29.58
Change-$0.80 (-2.63%)
VolumeN/A
Net Assets77.44M
RMFCX vs USPVX Comparison Chart
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RMFCX vs. USPVX commentary
Jun 14, 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 Hold.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 107B vs. USPVX (77.4M). RMFCX pays higher dividends than USPVX: RMFCX (1.31) 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 : 8.70 vs. USPVX (2.81). USPVX return over 5 years is better than : 76.77 vs. RMFCX (59.85).
| 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 | 6.021 | -0.459 | -1,312% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 77.4M | 138,243% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 8.70 | 2.81 | 310% |
| Returns for 3 years | 28.43 | 34.16 | 83% |
| Returns for 5 years | 59.85 | 76.77 | 78% |
| Returns for 10 years | 69.75 | 109.78 | 64% |
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