Interact to see
Advertisement
Advertisement
RMFCX vs USPVX
RMFCX vs USPVX Comparison
Open Charts RMFCX vs USPVX
American Funds American Mutual R3
Price$59.46
Change+$0.39 (+0.66%)
VolumeN/A
Net Assets109.01B
Union Street Partners Value A
Price$31.94
Change+$0.17 (+0.54%)
VolumeN/A
Net Assets81.01M
RMFCX vs USPVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RMFCX vs. USPVX commentary
Jul 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 Buy and USPVX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 109B vs. USPVX (81M). RMFCX pays higher dividends than USPVX: RMFCX (1.27) vs USPVX (0.00). RMFCX was incepted earlier than USPVX: RMFCX (23 years) vs USPVX (15 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 : 11.47 vs. USPVX (6.01). USPVX return over 5 years is better than : 84.26 vs. RMFCX (61.83).
| 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 | 15 years | - |
| Gain YTD | 9.596 | 4.653 | 206% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 81M | 134,568% |
| Annual Yield % from dividends | 1.27 | 0.00 | - |
| Returns for 1 year | 11.47 | 6.01 | 191% |
| Returns for 3 years | 29.27 | 40.86 | 72% |
| Returns for 5 years | 61.83 | 84.26 | 73% |
| Returns for 10 years | 79.21 | 124.69 | 64% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement