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RMFEX vs USPVX
RMFEX vs USPVX Comparison
Open Charts RMFEX vs USPVX
American Funds American Mutual R4
Price$54.16
Change+$0.09 (+0.17%)
VolumeN/A
Net Assets98.75B
Union Street Partners Value A
Price$27.86
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets70.92M
RMFEX vs USPVX Comparison Chart
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RMFEX vs. USPVX commentary
Apr 28, 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: 98.8B vs. USPVX (70.9M). RMFEX pays higher dividends than USPVX: RMFEX (1.61) vs USPVX (0.00). RMFEX was incepted earlier than USPVX: RMFEX (23 years) vs USPVX (14 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 : 4.49 vs. USPVX (-4.23). USPVX return over 5 years is better than : 80.60 vs. RMFEX (56.93).
| 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 | 14 years | - |
| Gain YTD | -1.003 | -8.716 | 12% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.8B | 70.9M | 139,351% |
| Annual Yield % from dividends | 1.61 | 0.00 | - |
| Returns for 1 year | 4.49 | -4.23 | -106% |
| Returns for 3 years | 12.76 | 9.88 | 129% |
| Returns for 5 years | 56.93 | 80.60 | 71% |
| Returns for 10 years | 61.56 | 92.25 | 67% |