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RMFEX vs USPVX
RMFEX vs USPVX Comparison
Open Charts RMFEX vs USPVX
American Funds American Mutual R4
Price$57.86
Change-$0.45 (-0.77%)
VolumeN/A
Net Assets106.6B
Union Street Partners Value A
Price$29.58
Change-$0.80 (-2.63%)
VolumeN/A
Net Assets77.44M
RMFEX vs USPVX Comparison Chart
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RMFEX vs. USPVX commentary
Jun 14, 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 Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 107B vs. USPVX (77.4M). RMFEX pays higher dividends than USPVX: RMFEX (1.58) 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 : 9.03 vs. USPVX (2.81). USPVX return over 5 years is better than : 76.77 vs. RMFEX (62.32).
| 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 | 6.152 | -0.459 | -1,341% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 77.4M | 138,243% |
| Annual Yield % from dividends | 1.58 | 0.00 | - |
| Returns for 1 year | 9.03 | 2.81 | 322% |
| Returns for 3 years | 29.63 | 34.16 | 87% |
| Returns for 5 years | 62.32 | 76.77 | 81% |
| Returns for 10 years | 76.27 | 109.78 | 69% |
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