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LVAEX vs RMFEX
LVAEX vs RMFEX Comparison
Open Charts LVAEX vs RMFEX
LSV Value Equity Investor
Price$29.12
Change+$0.24 (+0.83%)
VolumeN/A
Net Assets1.3B
American Funds American Mutual R4
Price$60.85
Change+$0.06 (+0.10%)
VolumeN/A
Net Assets109.46B
LVAEX vs RMFEX Comparison Chart in %
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LVAEX 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 LVAEX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. LVAEX (1.3B). LVAEX pays higher dividends than RMFEX: LVAEX (1.59) vs RMFEX (1.49). LVAEX was incepted earlier than RMFEX: LVAEX (11 years) vs RMFEX (23 years). LVAEX (0.92) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. LVAEX (26.00). RMFEX has a lower initial minimum investment than LVAEX: RMFEX (250) vs LVAEX (1000). RMFEX annual gain was more profitable for investors over the last year : 8.06 vs. LVAEX (7.64). RMFEX return over 5 years is better than : 58.84 vs. LVAEX (39.23).
| LVAEX | RMFEX | LVAEX / RMFEX | |
| Total Expense Ratio | 0.92 | 0.62 | 148% |
| Annual Report Gross Expense Ratio | 0.92 | 0.62 | 148% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 11.767 | 11.638 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 109B | 1% |
| Annual Yield % from dividends | 1.59 | 1.49 | 107% |
| Returns for 1 year | 7.64 | 8.06 | 95% |
| Returns for 3 years | 20.46 | 33.39 | 61% |
| Returns for 5 years | 39.23 | 58.84 | 67% |
| Returns for 10 years | 54.41 | 98.59 | 55% |
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