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IVGSX vs RMFEX
IVGSX vs RMFEX Comparison
Open Charts IVGSX vs RMFEX
VY® Invesco Growth and Income S
Price$24.23
Change+$0.16 (+0.66%)
VolumeN/A
Net Assets155.96M
American Funds American Mutual R4
Price$59.82
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
IVGSX vs RMFEX Comparison Chart in %
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IVGSX vs. RMFEX commentary
Jul 07, 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 IVGSX is a StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. IVGSX (156M). RMFEX pays higher dividends than IVGSX: RMFEX (1.53) vs IVGSX (1.20). IVGSX was incepted earlier than RMFEX: IVGSX (32 years) vs RMFEX (23 years). IVGSX (0.89) is less costly to investors than RMFEX (0.62). RMFEX (31.00) and IVGSX (30.00) have comparable annual turnover. IVGSX has a lower initial minimum investment than RMFEX: IVGSX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 11.81 vs. IVGSX (3.38). RMFEX return over 5 years is better than : 64.33 vs. IVGSX (40.48).
| IVGSX | RMFEX | IVGSX / RMFEX | |
| Total Expense Ratio | 0.89 | 0.62 | 144% |
| Annual Report Gross Expense Ratio | 0.89 | 0.62 | 144% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 7.402 | 9.748 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 109B | 0% |
| Annual Yield % from dividends | 1.20 | 1.53 | 79% |
| Returns for 1 year | 3.38 | 11.81 | 29% |
| Returns for 3 years | 7.07 | 30.45 | 23% |
| Returns for 5 years | 40.48 | 64.33 | 63% |
| Returns for 10 years | -9.09 | 86.20 | -11% |
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