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RMFEX vs WLCVX
RMFEX vs WLCVX Comparison
Open Charts RMFEX vs WLCVX
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
Wilshire Large Company Value Instl
Price$20.26
Change-$0.95 (-4.48%)
VolumeN/A
Net Assets162.37M
RMFEX vs WLCVX Comparison Chart
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RMFEX vs. WLCVX commentary
Apr 04, 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 StrongBuy and WLCVX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. WLCVX (162M). RMFEX pays higher dividends than WLCVX: RMFEX (1.61) vs WLCVX (1.32). RMFEX was incepted earlier than WLCVX: RMFEX (23 years) vs WLCVX (29 years). WLCVX (1.05) is less costly to investors than RMFEX (0.62). WLCVX is a more actively managed with annual turnover of: 50.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than WLCVX: RMFEX (250) vs WLCVX (250000). RMFEX annual gain was more profitable for investors over the last year : 7.10 vs. WLCVX (-0.74). RMFEX return over 5 years is better than : 78.86 vs. WLCVX (69.77).
| RMFEX | WLCVX | RMFEX / WLCVX | |
| Total Expense Ratio | 0.62 | 1.00 | 62% |
| Annual Report Gross Expense Ratio | 0.62 | 1.05 | 59% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 2.891 | 1.580 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103B | 162M | 63,580% |
| Annual Yield % from dividends | 1.61 | 1.32 | 122% |
| Returns for 1 year | 7.10 | -0.74 | -954% |
| Returns for 3 years | 12.51 | 1.07 | 1,173% |
| Returns for 5 years | 78.86 | 69.77 | 113% |
| Returns for 10 years | 70.99 | 13.82 | 514% |
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