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RMFEX vs USPVX
RMFEX vs USPVX Comparison
Open Charts RMFEX vs USPVX
American Funds American Mutual R4
Price$59.82
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
Union Street Partners Value A
Price$31.94
Change+$0.17 (+0.54%)
VolumeN/A
Net Assets81.01M
RMFEX vs USPVX Comparison Chart in %
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RMFEX vs. USPVX commentary
Jul 05, 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: 109B vs. USPVX (81M). 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 : 11.81 vs. USPVX (6.01). USPVX return over 5 years is better than : 84.26 vs. RMFEX (64.33).
| 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 | 9.748 | 4.653 | 210% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 81M | 134,568% |
| Annual Yield % from dividends | 1.53 | 0.00 | - |
| Returns for 1 year | 11.81 | 6.01 | 197% |
| Returns for 3 years | 30.45 | 40.86 | 75% |
| Returns for 5 years | 64.33 | 84.26 | 76% |
| Returns for 10 years | 86.20 | 124.69 | 69% |