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RMFEX vs WLCVX
RMFEX vs WLCVX Comparison
Open Charts RMFEX vs WLCVX
American Funds American Mutual R4
Price$61.42
Change+$0.09 (+0.15%)
VolumeN/A
Net Assets109.8B
Wilshire Large Company Value Instl
Price$22.94
Change-$0.06 (-0.26%)
VolumeN/A
Net Assets166.4M
RMFEX vs WLCVX Comparison Chart in %
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RMFEX vs. WLCVX commentary
Nov 20, 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 Hold and WLCVX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 110B vs. WLCVX (166M). RMFEX pays higher dividends than WLCVX: RMFEX (1.46) vs WLCVX (1.20). RMFEX was incepted earlier than WLCVX: RMFEX (23 years) vs WLCVX (29 years). WLCVX (1.03) is less costly to investors than RMFEX (0.62). WLCVX is a more actively managed with annual turnover of: 38.00 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 : 6.34 vs. WLCVX (-0.07). RMFEX return over 5 years is better than : 55.02 vs. WLCVX (29.32).
| RMFEX | WLCVX | RMFEX / WLCVX | |
| Total Expense Ratio | 0.62 | 1.00 | 62% |
| Annual Report Gross Expense Ratio | 0.62 | 1.03 | 60% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 13.076 | 10.153 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 166M | 66,265% |
| Annual Yield % from dividends | 1.46 | 1.20 | 122% |
| Returns for 1 year | 6.34 | -0.07 | -9,210% |
| Returns for 3 years | 29.13 | 18.15 | 160% |
| Returns for 5 years | 55.02 | 29.32 | 188% |
| Returns for 10 years | 92.11 | 26.53 | 347% |
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