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RMFCX vs WLCVX
RMFCX vs WLCVX Comparison
Open Charts RMFCX vs WLCVX
American Funds American Mutual R3
Price$54.97
Change+$0.24 (+0.44%)
VolumeN/A
CapitalizationN/A
Wilshire Large Company Value Instl
Price$21.26
Change+$0.04 (+0.19%)
VolumeN/A
CapitalizationN/A
RMFCX vs WLCVX Comparison Chart
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RMFCX vs. WLCVX commentary
Dec 24, 2024
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 WLCVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 102B vs. WLCVX (163M). RMFCX pays higher dividends than WLCVX: RMFCX (1.69) vs WLCVX (0.77). RMFCX was incepted earlier than WLCVX: RMFCX (23 years) vs WLCVX (28 years). WLCVX is a more actively managed with annual turnover of: 50.00 vs. RMFCX (25.00). RMFCX has a lower initial minimum investment than WLCVX: RMFCX (250) vs WLCVX (250000). RMFCX annual gain was more profitable for investors over the last year : 11.15 vs. WLCVX (6.96). RMFCX return over 5 years is better than : 38.37 vs. WLCVX (9.86).
| RMFCX | WLCVX | RMFCX / WLCVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 10.403 | 6.580 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102B | 163M | 62,577% |
| Annual Yield % from dividends | 1.69 | 0.77 | 219% |
| Returns for 1 year | 11.15 | 6.96 | 160% |
| Returns for 3 years | 11.35 | -2.42 | -469% |
| Returns for 5 years | 38.37 | 9.86 | 389% |
| Returns for 10 years | 59.12 | 11.10 | 533% |