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RMFEX vs USPVX
RMFEX vs USPVX Comparison
Open Charts RMFEX vs USPVX
American Funds American Mutual R4
Price$56.37
Change-$0.15 (-0.27%)
VolumeN/A
Net Assets104.75B
Union Street Partners Value A
Price$29.47
Change-$0.52 (-1.73%)
VolumeN/A
Net Assets76.32M
RMFEX vs USPVX Comparison Chart
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RMFEX vs. USPVX commentary
May 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 Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. USPVX (76.3M). RMFEX pays higher dividends than USPVX: RMFEX (1.65) 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 : 5.60 vs. USPVX (0.74). USPVX return over 5 years is better than : 86.41 vs. RMFEX (62.10).
| 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 | 3.311 | -1.737 | -191% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105B | 76.3M | 137,615% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | 5.60 | 0.74 | 758% |
| Returns for 3 years | 21.59 | 29.22 | 74% |
| Returns for 5 years | 62.10 | 86.41 | 72% |
| Returns for 10 years | 68.42 | 104.00 | 66% |
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