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RMFCX vs WLCVX
RMFCX vs WLCVX Comparison
Open Charts RMFCX vs WLCVX
American Funds American Mutual R3
Price$59.16
Change-$0.36 (-0.60%)
VolumeN/A
CapitalizationN/A
Wilshire Large Company Value Instl
Price$23.64
Change-$0.17 (-0.71%)
VolumeN/A
CapitalizationN/A
RMFCX vs WLCVX Comparison Chart
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RMFCX vs. WLCVX commentary
Nov 13, 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 Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 106B vs. WLCVX (175M). RMFCX pays higher dividends than WLCVX: RMFCX (1.69) vs WLCVX (0.77). RMFCX was incepted earlier than WLCVX: RMFCX (22 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). WLCVX annual gain was more profitable for investors over the last year : 29.39 vs. RMFCX (25.72). RMFCX return over 5 years is better than : 48.20 vs. WLCVX (21.94).
| RMFCX | WLCVX | RMFCX / WLCVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 18.300 | 19.588 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 175M | 60,571% |
| Annual Yield % from dividends | 1.69 | 0.77 | 219% |
| Returns for 1 year | 25.72 | 29.39 | 87% |
| Returns for 3 years | 17.50 | -1.37 | -1,274% |
| Returns for 5 years | 48.20 | 21.94 | 220% |
| Returns for 10 years | 68.88 | 15.97 | 431% |