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LSVVX vs RMFEX
LSVVX vs RMFEX Comparison
Open Charts LSVVX vs RMFEX
LSV Conservative Value Equity
Price$14.79
Change-$0.30 (-1.99%)
VolumeN/A
Net Assets147.32M
American Funds American Mutual R4
Price$60.55
Change-$1.72 (-2.76%)
VolumeN/A
Net Assets111.52B
LSVVX vs RMFEX Comparison Chart in %
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LSVVX vs. RMFEX commentary
Feb 04, 2026
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 LSVVX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. LSVVX (147M). LSVVX pays higher dividends than RMFEX: LSVVX (1.84) vs RMFEX (1.50). LSVVX was incepted earlier than RMFEX: LSVVX (19 years) vs RMFEX (24 years). RMFEX (0.62) is less costly to investors than LSVVX (0.56). RMFEX is a more actively managed with annual turnover of: 30.00 vs. LSVVX (25.00). RMFEX has a lower initial minimum investment than LSVVX: RMFEX (250) vs LSVVX (100000). LSVVX (8.09) and RMFEX (7.80) have marching annual gain over last year. RMFEX return over 5 years is better than : 46.45 vs. LSVVX (41.25).
| LSVVX | RMFEX | LSVVX / RMFEX | |
| Total Expense Ratio | 0.35 | 0.62 | 56% |
| Annual Report Gross Expense Ratio | 0.56 | 0.62 | 90% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 4.671 | 2.280 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 112B | 0% |
| Annual Yield % from dividends | 1.84 | 1.50 | 122% |
| Returns for 1 year | 8.09 | 7.80 | 104% |
| Returns for 3 years | 18.21 | 29.96 | 61% |
| Returns for 5 years | 41.25 | 46.45 | 89% |
| Returns for 10 years | 99.09 | 114.19 | 87% |
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