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RMFEX vs USPVX
RMFEX vs USPVX Comparison
Open Charts RMFEX vs USPVX
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
Union Street Partners Value A
Price$27.27
Change-$2.00 (-6.83%)
VolumeN/A
Net Assets74.48M
RMFEX vs USPVX Comparison Chart
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RMFEX vs. USPVX commentary
Apr 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 StrongBuy and USPVX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. USPVX (74.5M). 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 : 7.10 vs. USPVX (-4.22). USPVX return over 5 years is better than : 109.04 vs. RMFEX (78.86).
| 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 | 2.891 | -4.096 | -71% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103B | 74.5M | 138,255% |
| Annual Yield % from dividends | 1.61 | 0.00 | - |
| Returns for 1 year | 7.10 | -4.22 | -168% |
| Returns for 3 years | 12.51 | 9.47 | 132% |
| Returns for 5 years | 78.86 | 109.04 | 72% |
| Returns for 10 years | 70.99 | 106.46 | 67% |
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