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RMFEX vs WLCVX
RMFEX vs WLCVX Comparison
Open Charts RMFEX vs WLCVX
American Funds American Mutual R4
Price$57.60
Change-$0.62 (-1.06%)
VolumeN/A
Net Assets105.48B
Wilshire Large Company Value Instl
Price$21.62
Change-$0.31 (-1.41%)
VolumeN/A
Net Assets164.89M
RMFEX vs WLCVX Comparison Chart
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RMFEX vs. WLCVX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. WLCVX (165M). 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 : 11.37 vs. WLCVX (6.58). RMFEX return over 5 years is better than : 43.97 vs. WLCVX (14.57).
| 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 | 4.880 | 3.544 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105B | 165M | 63,636% |
| Annual Yield % from dividends | 1.95 | 0.77 | 252% |
| Returns for 1 year | 11.37 | 6.58 | 173% |
| Returns for 3 years | 20.81 | 6.43 | 324% |
| Returns for 5 years | 43.97 | 14.57 | 302% |
| Returns for 10 years | 71.03 | 14.20 | 500% |
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