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RMFEX vs USPFX
RMFEX vs USPFX Comparison
Open Charts RMFEX vs USPFX
American Funds American Mutual R4
Price$61.26
Change-$0.49 (-0.79%)
VolumeN/A
Net Assets111.34B
Union Street Partners Value Advisor
Price$33.62
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets84.69M
RMFEX vs USPFX Comparison Chart in %
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RMFEX vs. USPFX commentary
Sep 26, 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 USPFX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. USPFX (84.7M). RMFEX pays higher dividends than USPFX: RMFEX (1.49) vs USPFX (0.16). RMFEX was incepted earlier than USPFX: RMFEX (23 years) vs USPFX (9 years). USPFX (1.55) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. USPFX (7.18). RMFEX has a lower initial minimum investment than USPFX: RMFEX (250) vs USPFX (2500). USPFX annual gain was more profitable for investors over the last year : 10.42 vs. RMFEX (6.37). USPFX return over 5 years is better than : 90.59 vs. RMFEX (64.68).
| RMFEX | USPFX | RMFEX / USPFX | |
| Total Expense Ratio | 0.62 | 1.15 | 54% |
| Annual Report Gross Expense Ratio | 0.62 | 1.55 | 40% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 12.781 | 8.953 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 84.7M | 131,051% |
| Annual Yield % from dividends | 1.49 | 0.16 | 931% |
| Returns for 1 year | 6.37 | 10.42 | 61% |
| Returns for 3 years | 41.82 | 55.00 | 76% |
| Returns for 5 years | 64.68 | 90.59 | 71% |
| Returns for 10 years | 111.22 | N/A | - |
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