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OCLVX vs RMFEX
OCLVX vs RMFEX Comparison
Open Charts OCLVX vs RMFEX
Optimum Large Cap Value C
Price$19.77
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
OCLVX vs RMFEX Comparison Chart in %
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OCLVX vs. RMFEX commentary
Aug 18, 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 OCLVX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 110B vs. OCLVX (1.9B). RMFEX pays higher dividends than OCLVX: RMFEX (1.51) vs OCLVX (0.00). OCLVX was incepted earlier than RMFEX: OCLVX (22 years) vs RMFEX (23 years). OCLVX (1.96) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. OCLVX (11.00). RMFEX has a lower initial minimum investment than OCLVX: RMFEX (250) vs OCLVX (1000). RMFEX annual gain was more profitable for investors over the last year : 8.10 vs. OCLVX (2.59). RMFEX return over 5 years is better than : 57.34 vs. OCLVX (24.89).
| OCLVX | RMFEX | OCLVX / RMFEX | |
| Total Expense Ratio | 1.91 | 0.62 | 308% |
| Annual Report Gross Expense Ratio | 1.96 | 0.62 | 316% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 7.563 | 10.922 | 69% |
| Front Load | N/A | 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 | 0.00 | 1.51 | - |
| Returns for 1 year | 2.59 | 8.10 | 32% |
| Returns for 3 years | -0.55 | 23.84 | -2% |
| Returns for 5 years | 24.89 | 57.34 | 43% |
| Returns for 10 years | 26.74 | 86.04 | 31% |
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