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RMFEX vs USPVX
RMFEX vs USPVX Comparison
Open Charts RMFEX vs USPVX
American Funds American Mutual R4
Price$56.11
Change+$0.29 (+0.52%)
VolumeN/A
Net Assets103.41B
Union Street Partners Value A
Price$30.75
Change+$0.27 (+0.89%)
VolumeN/A
Net Assets78.48M
RMFEX vs USPVX Comparison Chart
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RMFEX vs. USPVX commentary
Jan 19, 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: 103B vs. USPVX (78.5M). 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 : 12.78 vs. USPVX (8.62). USPVX return over 5 years is better than : 55.87 vs. RMFEX (39.96).
| 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 | 2.167 | 0.754 | 288% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103B | 78.5M | 131,210% |
| Annual Yield % from dividends | 1.95 | 0.58 | 334% |
| Returns for 1 year | 12.78 | 8.62 | 148% |
| Returns for 3 years | 13.63 | 14.50 | 94% |
| Returns for 5 years | 39.96 | 55.87 | 72% |
| Returns for 10 years | 71.41 | 126.31 | 57% |
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