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IPESX vs RMFEX
IPESX vs RMFEX Comparison
Open Charts IPESX vs RMFEX
Voya Large Cap Value Port S
Price$6.37
Change+$0.04 (+0.63%)
VolumeN/A
Net Assets541.82M
American Funds American Mutual R4
Price$59.82
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
IPESX vs RMFEX Comparison Chart in %
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IPESX vs. RMFEX commentary
Jul 07, 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 IPESX is a StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. IPESX (542M). RMFEX (1.53) and IPESX (1.52) have matching dividends . IPESX was incepted earlier than RMFEX: IPESX (18 years) vs RMFEX (23 years). IPESX (1.12) is less costly to investors than RMFEX (0.62). IPESX is a more actively managed with annual turnover of: 101.00 vs. RMFEX (31.00). IPESX has a lower initial minimum investment than RMFEX: IPESX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 11.81 vs. IPESX (8.85). RMFEX return over 5 years is better than : 64.33 vs. IPESX (-32.22).
| IPESX | RMFEX | IPESX / RMFEX | |
| Total Expense Ratio | 0.94 | 0.62 | 152% |
| Annual Report Gross Expense Ratio | 1.12 | 0.62 | 181% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 7.059 | 9.748 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 542M | 109B | 0% |
| Annual Yield % from dividends | 1.52 | 1.53 | 99% |
| Returns for 1 year | 8.85 | 11.81 | 75% |
| Returns for 3 years | -47.45 | 30.45 | -156% |
| Returns for 5 years | -32.22 | 64.33 | -50% |
| Returns for 10 years | -37.85 | 86.20 | -44% |