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IPESX vs RMFEX
IPESX vs RMFEX Comparison
Open Charts IPESX vs RMFEX
Voya Large Cap Value Port S
Price$6.15
Change-$0.06 (-0.97%)
VolumeN/A
Net Assets526.32M
American Funds American Mutual R4
Price$57.86
Change-$0.45 (-0.77%)
VolumeN/A
Net Assets105.76B
IPESX vs RMFEX Comparison Chart
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IPESX vs. RMFEX commentary
Jun 15, 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: 106B vs. IPESX (526M). RMFEX (1.58) and IPESX (1.56) 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 : 9.03 vs. IPESX (5.98). RMFEX return over 5 years is better than : 62.32 vs. IPESX (-34.75).
| 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 | 3.361 | 6.152 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 526M | 106B | 0% |
| Annual Yield % from dividends | 1.56 | 1.58 | 99% |
| Returns for 1 year | 5.98 | 9.03 | 66% |
| Returns for 3 years | -48.17 | 29.63 | -163% |
| Returns for 5 years | -34.75 | 62.32 | -56% |
| Returns for 10 years | -41.23 | 76.27 | -54% |
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