Interact to see
Advertisement
Advertisement
LSVMX vs RMFEX
LSVMX vs RMFEX Comparison
Open Charts LSVMX vs RMFEX
LSV US Managed Volatility Institutional
Price$11.34
Change+$0.06 (+0.53%)
VolumeN/A
Net Assets24.36M
American Funds American Mutual R4
Price$60.85
Change+$0.06 (+0.10%)
VolumeN/A
Net Assets109.46B
LSVMX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSVMX vs. RMFEX commentary
Sep 08, 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 LSVMX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. LSVMX (24.4M). LSVMX pays higher dividends than RMFEX: LSVMX (2.87) vs RMFEX (1.49). LSVMX was incepted earlier than RMFEX: LSVMX (11 years) vs RMFEX (23 years). LSVMX (0.78) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. LSVMX (18.00). RMFEX has a lower initial minimum investment than LSVMX: RMFEX (250) vs LSVMX (100000). RMFEX annual gain was more profitable for investors over the last year : 8.06 vs. LSVMX (1.18). RMFEX return over 5 years is better than : 58.84 vs. LSVMX (15.18).
| LSVMX | RMFEX | LSVMX / RMFEX | |
| Total Expense Ratio | 0.55 | 0.62 | 89% |
| Annual Report Gross Expense Ratio | 0.78 | 0.62 | 126% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 12.574 | 11.638 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4M | 109B | 0% |
| Annual Yield % from dividends | 2.87 | 1.49 | 193% |
| Returns for 1 year | 1.18 | 8.06 | 15% |
| Returns for 3 years | 2.39 | 33.39 | 7% |
| Returns for 5 years | 15.18 | 58.84 | 26% |
| Returns for 10 years | 39.25 | 98.59 | 40% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement