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LVAVX vs RMFEX
LVAVX vs RMFEX Comparison
Open Charts LVAVX vs RMFEX
LSV Conservative Value Equity Investor
Price$14.39
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets145.01M
American Funds American Mutual R4
Price$60.45
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets111.52B
LVAVX vs RMFEX Comparison Chart in %
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LVAVX vs. RMFEX commentary
Jan 15, 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 LVAVX is a Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. LVAVX (145M). LVAVX pays higher dividends than RMFEX: LVAVX (1.62) vs RMFEX (1.53). LVAVX was incepted earlier than RMFEX: LVAVX (12 years) vs RMFEX (24 years). LVAVX (0.81) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. LVAVX (9.00). RMFEX has a lower initial minimum investment than LVAVX: RMFEX (250) vs LVAVX (1000). RMFEX annual gain was more profitable for investors over the last year : 12.27 vs. LVAVX (9.34). RMFEX return over 5 years is better than : 45.82 vs. LVAVX (35.56).
| LVAVX | RMFEX | LVAVX / RMFEX | |
| Total Expense Ratio | 0.60 | 0.62 | 97% |
| Annual Report Gross Expense Ratio | 0.81 | 0.62 | 131% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 2.573 | 2.061 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 112B | 0% |
| Annual Yield % from dividends | 1.62 | 1.53 | 106% |
| Returns for 1 year | 9.34 | 12.27 | 76% |
| Returns for 3 years | 17.01 | 29.20 | 58% |
| Returns for 5 years | 35.56 | 45.82 | 78% |
| Returns for 10 years | 89.25 | 118.40 | 75% |
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