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RMFEX vs WLCVX
RMFEX vs WLCVX Comparison
Open Charts RMFEX vs WLCVX
American Funds American Mutual R4
Price$59.52
Change-$0.36 (-0.60%)
VolumeN/A
CapitalizationN/A
Wilshire Large Company Value Instl
Price$23.64
Change-$0.17 (-0.71%)
VolumeN/A
CapitalizationN/A
RMFEX vs WLCVX Comparison Chart
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RMFEX vs. WLCVX commentary
Nov 13, 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 WLCVX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 106B vs. WLCVX (175M). RMFEX pays higher dividends than WLCVX: RMFEX (1.95) vs WLCVX (0.77). RMFEX was incepted earlier than WLCVX: RMFEX (22 years) vs WLCVX (28 years). WLCVX is a more actively managed with annual turnover of: 50.00 vs. RMFEX (25.00). RMFEX has a lower initial minimum investment than WLCVX: RMFEX (250) vs WLCVX (250000). WLCVX annual gain was more profitable for investors over the last year : 29.39 vs. RMFEX (26.09). RMFEX return over 5 years is better than : 51.30 vs. WLCVX (21.94).
| RMFEX | WLCVX | RMFEX / WLCVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 18.606 | 19.588 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 175M | 60,571% |
| Annual Yield % from dividends | 1.95 | 0.77 | 252% |
| Returns for 1 year | 26.09 | 29.39 | 89% |
| Returns for 3 years | 18.59 | -1.37 | -1,353% |
| Returns for 5 years | 51.30 | 21.94 | 234% |
| Returns for 10 years | 75.21 | 15.97 | 471% |