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RMFEX vs WLCVX
RMFEX vs WLCVX Comparison
Open Charts RMFEX vs WLCVX
American Funds American Mutual R4
Price$56.25
Change-$0.12 (-0.21%)
VolumeN/A
Net Assets102.7B
Wilshire Large Company Value Instl
Price$21.13
Change-$0.10 (-0.47%)
VolumeN/A
Net Assets158.86M
RMFEX vs WLCVX Comparison Chart
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RMFEX vs. WLCVX commentary
May 25, 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 Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. WLCVX (159M). RMFEX pays higher dividends than WLCVX: RMFEX (1.65) vs WLCVX (1.35). 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 : 6.45 vs. WLCVX (0.22). RMFEX return over 5 years is better than : 61.32 vs. WLCVX (46.10).
| 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 | 2.818 | 1.197 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103B | 159M | 64,780% |
| Annual Yield % from dividends | 1.65 | 1.35 | 122% |
| Returns for 1 year | 6.45 | 0.22 | 2,894% |
| Returns for 3 years | 18.82 | 10.65 | 177% |
| Returns for 5 years | 61.32 | 46.10 | 133% |
| Returns for 10 years | 69.37 | 12.02 | 577% |
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