Ad is loading...
RMFEX vs VSPVX
RMFEX vs VSPVX Comparison
Open Charts RMFEX vs VSPVX
American Funds American Mutual R4
Price$57.60
Change-$0.62 (-1.06%)
VolumeN/A
Net Assets105.48B
Vanguard S&P 500 Value Index Instl
Price$416.48
Change-$4.37 (-1.04%)
VolumeN/A
Net Assets5.69B
RMFEX vs VSPVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RMFEX vs. VSPVX commentary
Feb 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 VSPVX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. VSPVX (5.69B). RMFEX pays higher dividends than VSPVX: RMFEX (1.95) vs VSPVX (1.71). RMFEX was incepted earlier than VSPVX: RMFEX (23 years) vs VSPVX (10 years). VSPVX is a more actively managed with annual turnover of: 27.00 vs. RMFEX (25.00). RMFEX has a lower initial minimum investment than VSPVX: RMFEX (250) vs VSPVX (5000000). RMFEX annual gain was more profitable for investors over the last year : 11.37 vs. VSPVX (9.77). VSPVX return over 5 years is better than : 50.83 vs. RMFEX (43.97).
| RMFEX | VSPVX | RMFEX / VSPVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 4.880 | 2.939 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105B | 5.69B | 1,845% |
| Annual Yield % from dividends | 1.95 | 1.71 | 114% |
| Returns for 1 year | 11.37 | 9.77 | 116% |
| Returns for 3 years | 20.81 | 30.67 | 68% |
| Returns for 5 years | 43.97 | 50.83 | 87% |
| Returns for 10 years | 71.03 | 110.97 | 64% |