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RMFEX vs WLCVX
RMFEX vs WLCVX Comparison
Open Charts RMFEX vs WLCVX
American Funds American Mutual R4
Price$57.19
Change+$0.51 (+0.90%)
VolumeN/A
Net Assets104.41B
Wilshire Large Company Value Instl
Price$21.91
Change+$0.11 (+0.50%)
VolumeN/A
Net Assets168.17M
RMFEX vs WLCVX Comparison Chart
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RMFEX vs. WLCVX commentary
Jan 24, 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 WLCVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 104B vs. WLCVX (168M). RMFEX pays higher dividends than WLCVX: RMFEX (1.95) vs WLCVX (0.77). RMFEX was incepted earlier than WLCVX: RMFEX (23 years) vs WLCVX (29 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). RMFEX annual gain was more profitable for investors over the last year : 12.66 vs. WLCVX (11.78). RMFEX return over 5 years is better than : 42.55 vs. WLCVX (15.54).
| RMFEX | WLCVX | RMFEX / WLCVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 3.205 | 4.789 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104B | 168M | 61,905% |
| Annual Yield % from dividends | 1.95 | 0.77 | 252% |
| Returns for 1 year | 12.66 | 11.78 | 107% |
| Returns for 3 years | 17.39 | 6.13 | 284% |
| Returns for 5 years | 42.55 | 15.54 | 274% |
| Returns for 10 years | 71.65 | 19.39 | 370% |