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RMFEX vs USPVX
RMFEX vs USPVX Comparison
Open Charts RMFEX vs USPVX
American Funds American Mutual R4
Price$60.79
Change+$0.27 (+0.45%)
VolumeN/A
Net Assets110.07B
Union Street Partners Value A
Price$32.39
Change+$0.14 (+0.43%)
VolumeN/A
Net Assets82.36M
RMFEX vs USPVX Comparison Chart in %
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RMFEX vs. USPVX commentary
Jul 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 Buy and USPVX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 110B vs. USPVX (82.4M). RMFEX pays higher dividends than USPVX: RMFEX (1.53) vs USPVX (0.00). RMFEX was incepted earlier than USPVX: RMFEX (23 years) vs USPVX (15 years). USPVX (1.68) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. USPVX (7.18). RMFEX has a lower initial minimum investment than USPVX: RMFEX (250) vs USPVX (2500). RMFEX annual gain was more profitable for investors over the last year : 11.74 vs. USPVX (8.51). USPVX return over 5 years is better than : 85.52 vs. RMFEX (62.99).
| RMFEX | USPVX | RMFEX / USPVX | |
| Total Expense Ratio | 0.62 | 1.40 | 44% |
| Annual Report Gross Expense Ratio | 0.62 | 1.68 | 37% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 11.527 | 5.668 | 203% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 82.4M | 133,495% |
| Annual Yield % from dividends | 1.53 | 0.00 | - |
| Returns for 1 year | 11.74 | 8.51 | 138% |
| Returns for 3 years | 32.08 | 40.40 | 79% |
| Returns for 5 years | 62.99 | 85.52 | 74% |
| Returns for 10 years | 88.96 | 127.78 | 70% |
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