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IPETX vs RMFEX
IPETX vs RMFEX Comparison
Open Charts IPETX vs RMFEX
Voya Large Cap Value Port S2
Price$5.65
Change+$0.02 (+0.36%)
VolumeN/A
Net Assets525.5M
American Funds American Mutual R4
Price$63.39
Change+$0.32 (+0.51%)
VolumeN/A
Net Assets111.8B
IPETX vs RMFEX Comparison Chart in %
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IPETX vs. RMFEX commentary
Dec 13, 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 Buy and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. IPETX (526M). RMFEX pays higher dividends than IPETX: RMFEX (1.43) vs IPETX (1.28). 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 : 9.19 vs. IPETX (-9.06). RMFEX return over 5 years is better than : 57.31 vs. IPETX (-45.54).
| 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 | -5.322 | 16.703 | -32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 526M | 112B | 0% |
| Annual Yield % from dividends | 1.28 | 1.43 | 90% |
| Returns for 1 year | -9.06 | 9.19 | -99% |
| Returns for 3 years | 14.45 | 31.21 | 46% |
| Returns for 5 years | -45.54 | 57.31 | -79% |
| Returns for 10 years | -39.01 | 105.64 | -37% |
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