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RMFEX vs VSPVX
RMFEX vs VSPVX Comparison
Open Charts RMFEX vs VSPVX
American Funds American Mutual R4
Price$55.97
Change-$3.05 (-5.17%)
VolumeN/A
CapitalizationN/A
Vanguard S&P 500 Value Index Instl
Price$415.29
Change-$2.08 (-0.50%)
VolumeN/A
CapitalizationN/A
RMFEX vs VSPVX Comparison Chart
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RMFEX vs. VSPVX commentary
Dec 19, 2024
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: 104B vs. VSPVX (5.87B). RMFEX pays higher dividends than VSPVX: RMFEX (1.95) vs VSPVX (1.71). RMFEX was incepted earlier than VSPVX: RMFEX (22 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). VSPVX (13.39) and RMFEX (12.89) have marching annual gain over last year. VSPVX return over 5 years is better than : 51.89 vs. RMFEX (42.46).
| RMFEX | VSPVX | RMFEX / VSPVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 11.693 | 12.803 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104B | 5.87B | 1,773% |
| Annual Yield % from dividends | 1.95 | 1.71 | 114% |
| Returns for 1 year | 12.89 | 13.39 | 96% |
| Returns for 3 years | 15.13 | 28.38 | 53% |
| Returns for 5 years | 42.46 | 51.89 | 82% |
| Returns for 10 years | 67.84 | 109.82 | 62% |
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