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RMFEX vs USPVX
RMFEX vs USPVX Comparison
Open Charts RMFEX vs USPVX
American Funds American Mutual R4
Price$57.60
Change-$0.62 (-1.06%)
VolumeN/A
Net Assets105.48B
Union Street Partners Value A
Price$31.18
Change-$0.40 (-1.27%)
VolumeN/A
Net Assets79.77M
RMFEX vs USPVX Comparison Chart
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RMFEX vs. USPVX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. USPVX (79.8M). RMFEX pays higher dividends than USPVX: RMFEX (1.95) vs USPVX (0.58). RMFEX was incepted earlier than USPVX: RMFEX (23 years) vs USPVX (14 years). RMFEX is a more actively managed with annual turnover of: 25.00 vs. USPVX (5.36). 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 : 11.37 vs. USPVX (5.55). USPVX return over 5 years is better than : 62.69 vs. RMFEX (43.97).
| RMFEX | USPVX | RMFEX / USPVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 4.880 | 3.473 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105B | 79.8M | 131,579% |
| Annual Yield % from dividends | 1.95 | 0.58 | 334% |
| Returns for 1 year | 11.37 | 5.55 | 205% |
| Returns for 3 years | 20.81 | 21.71 | 96% |
| Returns for 5 years | 43.97 | 62.69 | 70% |
| Returns for 10 years | 71.03 | 118.64 | 60% |
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