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RMFEX vs UVALX
RMFEX vs UVALX Comparison
Open Charts RMFEX vs UVALX
RMFEX vs UVALX Comparison Chart in %
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RMFEX vs. UVALX commentary
Jun 30, 2026
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 UVALX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 117B vs. UVALX (1.45B). RMFEX pays higher dividends than UVALX: RMFEX (1.45) vs UVALX (1.05). RMFEX was incepted earlier than UVALX: RMFEX (24 years) vs UVALX (25 years). UVALX (0.95) is less costly to investors than RMFEX (0.62). UVALX is a more actively managed with annual turnover of: 50.00 vs. RMFEX (30.00). RMFEX has a lower initial minimum investment than UVALX: RMFEX (250) vs UVALX (3000). UVALX annual gain was more profitable for investors over the last year : 10.42 vs. RMFEX (9.70). RMFEX return over 5 years is better than : 38.92 vs. UVALX (21.96).
| RMFEX | UVALX | RMFEX / UVALX | |
| Total Expense Ratio | 0.62 | 0.95 | 65% |
| Annual Report Gross Expense Ratio | 0.62 | 0.95 | 65% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 7.959 | 8.899 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.45B | 8,080% |
| Annual Yield % from dividends | 1.45 | 1.05 | 137% |
| Returns for 1 year | 9.70 | 10.42 | 93% |
| Returns for 3 years | 35.27 | 27.97 | 126% |
| Returns for 5 years | 38.92 | 21.96 | 177% |
| Returns for 10 years | 100.81 | 23.44 | 430% |
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