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IPETX vs RMFEX
IPETX vs RMFEX Comparison
Open Charts IPETX vs RMFEX
Voya Large Cap Value Port S2
Price$6.38
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
IPETX vs RMFEX Comparison Chart in %
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IPETX vs. RMFEX commentary
Jul 06, 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 IPETX is a StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. IPETX (542M). RMFEX pays higher dividends than IPETX: RMFEX (1.53) vs IPETX (1.44). IPETX was incepted earlier than RMFEX: IPETX (12 years) vs RMFEX (23 years). IPETX (1.27) is less costly to investors than RMFEX (0.62). IPETX is a more actively managed with annual turnover of: 101.00 vs. RMFEX (31.00). IPETX has a lower initial minimum investment than RMFEX: IPETX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 11.81 vs. IPETX (8.74). RMFEX return over 5 years is better than : 64.33 vs. IPETX (-32.65).
| IPETX | RMFEX | IPETX / RMFEX | |
| Total Expense Ratio | 1.09 | 0.62 | 176% |
| Annual Report Gross Expense Ratio | 1.27 | 0.62 | 205% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 6.868 | 9.748 | 70% |
| 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 | 1.44 | 1.53 | 94% |
| Returns for 1 year | 8.74 | 11.81 | 74% |
| Returns for 3 years | -47.68 | 30.45 | -157% |
| Returns for 5 years | -32.65 | 64.33 | -51% |
| Returns for 10 years | -38.61 | 86.20 | -45% |
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