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RMFEX vs UVALX
RMFEX vs UVALX Comparison
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RMFEX vs UVALX Comparison Chart in %
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RMFEX vs. UVALX commentary
Aug 23, 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 Hold and UVALX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 118B vs. UVALX (1.52B). RMFEX pays higher dividends than UVALX: RMFEX (1.41) vs UVALX (1.00). 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 : 15.81 vs. RMFEX (9.52). RMFEX return over 5 years is better than : 38.89 vs. UVALX (30.07).
| 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 | 10.681 | 17.335 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 1.52B | 7,773% |
| Annual Yield % from dividends | 1.41 | 1.00 | 141% |
| Returns for 1 year | 9.52 | 15.81 | 60% |
| Returns for 3 years | 40.18 | 37.89 | 106% |
| Returns for 5 years | 38.89 | 30.07 | 129% |
| Returns for 10 years | 100.46 | 26.53 | 379% |
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