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RMFEX vs UVALX
RMFEX vs UVALX Comparison
Open Charts RMFEX vs UVALX
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
RMFEX vs UVALX Comparison Chart
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RMFEX vs. UVALX 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 UVALX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. UVALX (1.28B). RMFEX pays higher dividends than UVALX: RMFEX (1.61) vs UVALX (1.28). RMFEX was incepted earlier than UVALX: RMFEX (23 years) vs UVALX (24 years). UVALX (0.94) is less costly to investors than RMFEX (0.62). UVALX is a more actively managed with annual turnover of: 42.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than UVALX: RMFEX (250) vs UVALX (3000). RMFEX annual gain was more profitable for investors over the last year : 7.10 vs. UVALX (-4.66). UVALX return over 5 years is better than : 86.69 vs. RMFEX (78.86).
| RMFEX | UVALX | RMFEX / UVALX | |
| Total Expense Ratio | 0.62 | 0.94 | 66% |
| Annual Report Gross Expense Ratio | 0.62 | 0.94 | 66% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 2.891 | 2.047 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103B | 1.28B | 8,041% |
| Annual Yield % from dividends | 1.61 | 1.28 | 126% |
| Returns for 1 year | 7.10 | -4.66 | -152% |
| Returns for 3 years | 12.51 | 5.69 | 220% |
| Returns for 5 years | 78.86 | 86.69 | 91% |
| Returns for 10 years | 70.99 | -0.56 | -12,705% |
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