IPETX
Price
$5.38
Change
-$0.00 (-0.00%)
Updated
Sep 8 closing price
Net Assets
517.61M
RMFEX
Price
$60.78
Change
-$0.07 (-0.12%)
Updated
Sep 8 closing price
Net Assets
109.46B
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IPETX vs RMFEX

Header iconIPETX vs RMFEX Comparison
Open Charts IPETX vs RMFEXBanner chart's image
Voya Large Cap Value Port S2
Price$5.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets517.61M
American Funds American Mutual R4
Price$60.78
Change-$0.07 (-0.12%)
VolumeN/A
Net Assets109.46B
IPETX vs RMFEX Comparison Chart in %
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IPETX vs. RMFEX commentary
Sep 09, 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 Buy.

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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. IPETX (518M). RMFEX pays higher dividends than IPETX: RMFEX (1.49) vs IPETX (1.32). 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 : 9.04 vs. IPETX (-5.94). RMFEX return over 5 years is better than : 59.15 vs. IPETX (-40.52).
IPETXRMFEXIPETX / RMFEX
Total Expense Ratio1.090.62176%
Annual Report Gross Expense Ratio1.270.62205%
Fund Existence12 years23 years-
Gain YTD-9.84611.509-86%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets518M109B0%
Annual Yield % from dividends1.321.4989%
Returns for 1 year-5.949.04-66%
Returns for 3 years11.5729.1940%
Returns for 5 years-40.5259.15-68%
Returns for 10 years-40.9099.86-41%
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