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RMFEX vs SLCVX
RMFEX vs SLCVX Comparison
Open Charts RMFEX vs SLCVX
American Funds American Mutual R4
Price$52.52
Change-$1.37 (-2.54%)
VolumeN/A
Net Assets98.3B
Saratoga Large Capitalization Value I
Price$24.09
Change-$0.73 (-2.94%)
VolumeN/A
Net Assets17.19M
RMFEX vs SLCVX Comparison Chart
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RMFEX vs. SLCVX commentary
Apr 11, 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 RMFEX is a Hold and SLCVX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 98.3B vs. SLCVX (17.2M). RMFEX pays higher dividends than SLCVX: RMFEX (1.61) vs SLCVX (0.00). RMFEX was incepted earlier than SLCVX: RMFEX (23 years) vs SLCVX (31 years). SLCVX (1.88) is less costly to investors than RMFEX (0.62). SLCVX is a more actively managed with annual turnover of: 83.00 vs. RMFEX (31.00). RMFEX (250) and SLCVX (250) have matching initial minimum investment requirements. RMFEX annual gain was more profitable for investors over the last year : 3.44 vs. SLCVX (-14.15). RMFEX return over 5 years is better than : 57.48 vs. SLCVX (37.43).
| RMFEX | SLCVX | RMFEX / SLCVX | |
| Total Expense Ratio | 0.62 | 1.88 | 33% |
| Annual Report Gross Expense Ratio | 0.62 | 1.88 | 33% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | -1.496 | -4.502 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.3B | 17.2M | 571,512% |
| Annual Yield % from dividends | 1.61 | 0.00 | - |
| Returns for 1 year | 3.44 | -14.15 | -24% |
| Returns for 3 years | 8.16 | -8.18 | -100% |
| Returns for 5 years | 57.48 | 37.43 | 154% |
| Returns for 10 years | 62.82 | 5.68 | 1,107% |