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OFVIX vs RMEBX
OFVIX vs RMEBX Comparison
Open Charts OFVIX vs RMEBX
O'Shaughnessy Market Leaders Value I
Price$19.46
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets273.4M
American Funds American Mutual R2E
Price$60.41
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets111.52B
OFVIX vs RMEBX Comparison Chart in %
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OFVIX vs. RMEBX 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 OFVIX is a Hold and RMEBX is a Hold.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 112B vs. OFVIX (273M). OFVIX pays higher dividends than RMEBX: OFVIX (1.76) vs RMEBX (1.10). OFVIX was incepted earlier than RMEBX: OFVIX (10 years) vs RMEBX (11 years). RMEBX (1.07) is less costly to investors than OFVIX (0.55). OFVIX is a more actively managed with annual turnover of: 83.00 vs. RMEBX (31.00). RMEBX has a lower initial minimum investment than OFVIX: RMEBX (250) vs OFVIX (10000). RMEBX annual gain was more profitable for investors over the last year : 11.75 vs. OFVIX (1.57). RMEBX return over 5 years is better than : 42.51 vs. OFVIX (38.89).
| OFVIX | RMEBX | OFVIX / RMEBX | |
| Total Expense Ratio | 0.55 | 1.07 | 51% |
| Annual Report Gross Expense Ratio | 0.55 | 1.07 | 51% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 2.378 | 2.045 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 273M | 112B | 0% |
| Annual Yield % from dividends | 1.76 | 1.10 | 159% |
| Returns for 1 year | 1.57 | 11.75 | 13% |
| Returns for 3 years | 23.33 | 27.46 | 85% |
| Returns for 5 years | 38.89 | 42.51 | 91% |
| Returns for 10 years | N/A | 108.03 | - |
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