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RMFCX vs UVALX
RMFCX vs UVALX Comparison
Open Charts RMFCX vs UVALX
American Funds American Mutual R3
Price$54.14
Change-$1.81 (-3.24%)
VolumeN/A
Net Assets102.75B
RMFCX vs UVALX Comparison Chart
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RMFCX vs. UVALX 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 UVALX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 103B vs. UVALX (1.28B). RMFCX (1.34) and UVALX (1.28) have matching dividends . RMFCX was incepted earlier than UVALX: RMFCX (23 years) vs UVALX (24 years). UVALX (0.94) and RMFCX (0.91) have similar cost to investors . UVALX is a more actively managed with annual turnover of: 42.00 vs. RMFCX (31.00). RMFCX has a lower initial minimum investment than UVALX: RMFCX (250) vs UVALX (3000). RMFCX annual gain was more profitable for investors over the last year : 6.77 vs. UVALX (-4.66). UVALX return over 5 years is better than : 86.69 vs. RMFCX (76.10).
| RMFCX | UVALX | RMFCX / UVALX | |
| Total Expense Ratio | 0.91 | 0.94 | 97% |
| Annual Report Gross Expense Ratio | 0.91 | 0.94 | 97% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 2.814 | 2.047 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103B | 1.28B | 8,041% |
| Annual Yield % from dividends | 1.34 | 1.28 | 105% |
| Returns for 1 year | 6.77 | -4.66 | -145% |
| Returns for 3 years | 11.46 | 5.69 | 201% |
| Returns for 5 years | 76.10 | 86.69 | 88% |
| Returns for 10 years | 64.62 | -0.56 | -11,564% |
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