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RMFCX vs USPVX
RMFCX vs USPVX Comparison
Open Charts RMFCX vs USPVX
American Funds American Mutual R3
Price$54.14
Change-$1.81 (-3.24%)
VolumeN/A
Net Assets102.75B
Union Street Partners Value A
Price$27.27
Change-$2.00 (-6.83%)
VolumeN/A
Net Assets74.48M
RMFCX vs USPVX Comparison Chart
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RMFCX vs. USPVX commentary
Apr 05, 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 StrongBuy and USPVX is a Hold.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 103B vs. USPVX (74.5M). RMFCX pays higher dividends than USPVX: RMFCX (1.34) 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 : 6.77 vs. USPVX (-4.22). USPVX return over 5 years is better than : 109.04 vs. RMFCX (76.10).
| 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 | 2.814 | -4.096 | -69% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103B | 74.5M | 138,255% |
| Annual Yield % from dividends | 1.34 | 0.00 | - |
| Returns for 1 year | 6.77 | -4.22 | -160% |
| Returns for 3 years | 11.46 | 9.47 | 121% |
| Returns for 5 years | 76.10 | 109.04 | 70% |
| Returns for 10 years | 64.62 | 106.46 | 61% |
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