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RMFCX vs WLCVX
RMFCX vs WLCVX Comparison
Open Charts RMFCX vs WLCVX
American Funds American Mutual R3
Price$54.14
Change-$1.81 (-3.24%)
VolumeN/A
Net Assets102.75B
Wilshire Large Company Value Instl
Price$20.26
Change-$0.95 (-4.48%)
VolumeN/A
Net Assets162.37M
RMFCX vs WLCVX Comparison Chart
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RMFCX vs. WLCVX commentary
Apr 04, 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 WLCVX is a Hold.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 103B vs. WLCVX (162M). RMFCX (1.34) and WLCVX (1.32) have matching dividends . RMFCX was incepted earlier than WLCVX: RMFCX (23 years) vs WLCVX (29 years). WLCVX (1.05) is less costly to investors than RMFCX (0.91). WLCVX is a more actively managed with annual turnover of: 50.00 vs. RMFCX (31.00). 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 : 6.77 vs. WLCVX (-0.74). RMFCX return over 5 years is better than : 76.10 vs. WLCVX (69.77).
| RMFCX | WLCVX | RMFCX / WLCVX | |
| Total Expense Ratio | 0.91 | 1.00 | 91% |
| Annual Report Gross Expense Ratio | 0.91 | 1.05 | 87% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 2.814 | 1.580 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103B | 162M | 63,580% |
| Annual Yield % from dividends | 1.34 | 1.32 | 102% |
| Returns for 1 year | 6.77 | -0.74 | -910% |
| Returns for 3 years | 11.46 | 1.07 | 1,075% |
| Returns for 5 years | 76.10 | 69.77 | 109% |
| Returns for 10 years | 64.62 | 13.82 | 467% |