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IPETX vs RMFEX
IPETX vs RMFEX Comparison
Open Charts IPETX vs RMFEX
Voya Large Cap Value Port S2
Price$5.38
Change+$0.02 (+0.37%)
VolumeN/A
Net Assets510.16M
American Funds American Mutual R4
Price$61.89
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets111.18B
IPETX vs RMFEX Comparison Chart in %
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IPETX vs. RMFEX commentary
Oct 19, 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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. IPETX (510M). RMFEX pays higher dividends than IPETX: RMFEX (1.46) vs IPETX (1.33). 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 : 5.28 vs. IPETX (-11.72). RMFEX return over 5 years is better than : 59.52 vs. IPETX (-41.59).
| 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 | -9.846 | 13.941 | -71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 510M | 111B | 0% |
| Annual Yield % from dividends | 1.33 | 1.46 | 91% |
| Returns for 1 year | -11.72 | 5.28 | -222% |
| Returns for 3 years | 20.15 | 40.09 | 50% |
| Returns for 5 years | -41.59 | 59.52 | -70% |
| Returns for 10 years | -43.17 | 98.84 | -44% |
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