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RMFEX vs WLCVX
RMFEX vs WLCVX Comparison
Open Charts RMFEX vs WLCVX
American Funds American Mutual R4
Price$55.30
Change+$0.24 (+0.44%)
VolumeN/A
CapitalizationN/A
Wilshire Large Company Value Instl
Price$21.26
Change+$0.04 (+0.19%)
VolumeN/A
CapitalizationN/A
RMFEX vs WLCVX Comparison Chart
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RMFEX vs. WLCVX commentary
Dec 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 102B vs. WLCVX (163M). RMFEX pays higher dividends than WLCVX: RMFEX (1.95) vs WLCVX (0.77). RMFEX was incepted earlier than WLCVX: RMFEX (23 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). RMFEX annual gain was more profitable for investors over the last year : 11.51 vs. WLCVX (6.96). RMFEX return over 5 years is better than : 40.52 vs. WLCVX (9.86).
| RMFEX | WLCVX | RMFEX / WLCVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 10.760 | 6.580 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102B | 163M | 62,577% |
| Annual Yield % from dividends | 1.95 | 0.77 | 252% |
| Returns for 1 year | 11.51 | 6.96 | 165% |
| Returns for 3 years | 12.40 | -2.42 | -513% |
| Returns for 5 years | 40.52 | 9.86 | 411% |
| Returns for 10 years | 65.11 | 11.10 | 586% |
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