Interact to see
Advertisement
Advertisement
OALVX vs RMFEX
OALVX vs RMFEX Comparison
Open Charts OALVX vs RMFEX
Optimum Large Cap Value A
Price$19.93
Change-$0.08 (-0.40%)
VolumeN/A
Net Assets1.9B
American Funds American Mutual R4
Price$60.46
Change-$0.15 (-0.25%)
VolumeN/A
Net Assets109.9B
OALVX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OALVX vs. RMFEX commentary
Aug 17, 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 OALVX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 110B vs. OALVX (1.9B). RMFEX pays higher dividends than OALVX: RMFEX (1.51) vs OALVX (0.78). OALVX was incepted earlier than RMFEX: OALVX (22 years) vs RMFEX (23 years). OALVX (1.21) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. OALVX (11.00). RMFEX has a lower initial minimum investment than OALVX: RMFEX (250) vs OALVX (1000). RMFEX annual gain was more profitable for investors over the last year : 8.10 vs. OALVX (3.40). RMFEX return over 5 years is better than : 57.34 vs. OALVX (30.05).
| OALVX | RMFEX | OALVX / RMFEX | |
| Total Expense Ratio | 1.16 | 0.62 | 187% |
| Annual Report Gross Expense Ratio | 1.21 | 0.62 | 195% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 8.080 | 10.922 | 74% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 110B | 2% |
| Annual Yield % from dividends | 0.78 | 1.51 | 52% |
| Returns for 1 year | 3.40 | 8.10 | 42% |
| Returns for 3 years | 1.87 | 23.84 | 8% |
| Returns for 5 years | 30.05 | 57.34 | 52% |
| Returns for 10 years | 36.17 | 86.04 | 42% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers