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RMFEX vs UIVAX
RMFEX vs UIVAX Comparison
Open Charts RMFEX vs UIVAX
American Funds American Mutual R4
Price$52.52
Change-$1.37 (-2.54%)
VolumeN/A
Net Assets98.3B
Victory Value Institutional
Price$17.39
Change-$0.51 (-2.85%)
VolumeN/A
Net Assets1.21B
RMFEX vs UIVAX Comparison Chart
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RMFEX vs. UIVAX 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 UIVAX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 98.3B vs. UIVAX (1.21B). RMFEX pays higher dividends than UIVAX: RMFEX (1.61) vs UIVAX (1.31). RMFEX was incepted earlier than UIVAX: RMFEX (23 years) vs UIVAX (17 years). UIVAX (0.90) is less costly to investors than RMFEX (0.62). UIVAX is a more actively managed with annual turnover of: 42.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than UIVAX: RMFEX (250) vs UIVAX (1000000). RMFEX annual gain was more profitable for investors over the last year : 3.44 vs. UIVAX (-8.46). RMFEX return over 5 years is better than : 57.48 vs. UIVAX (53.41).
| RMFEX | UIVAX | RMFEX / UIVAX | |
| Total Expense Ratio | 0.62 | 0.89 | 70% |
| Annual Report Gross Expense Ratio | 0.62 | 0.90 | 69% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | -1.496 | -3.660 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.3B | 1.21B | 8,124% |
| Annual Yield % from dividends | 1.61 | 1.31 | 123% |
| Returns for 1 year | 3.44 | -8.46 | -41% |
| Returns for 3 years | 8.16 | 0.08 | 10,123% |
| Returns for 5 years | 57.48 | 53.41 | 108% |
| Returns for 10 years | 62.82 | -5.90 | -1,065% |