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OFVIX vs RMFEX
OFVIX vs RMFEX Comparison
Open Charts OFVIX vs RMFEX
O'Shaughnessy Market Leaders Value I
Price$19.46
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets273.4M
American Funds American Mutual R4
Price$60.45
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets111.52B
OFVIX vs RMFEX Comparison Chart in %
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OFVIX 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 OFVIX is a Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. OFVIX (273M). OFVIX pays higher dividends than RMFEX: OFVIX (1.76) vs RMFEX (1.53). OFVIX was incepted earlier than RMFEX: OFVIX (10 years) vs RMFEX (24 years). RMFEX (0.62) is less costly to investors than OFVIX (0.55). OFVIX is a more actively managed with annual turnover of: 83.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than OFVIX: RMFEX (250) vs OFVIX (10000). RMFEX annual gain was more profitable for investors over the last year : 12.27 vs. OFVIX (1.57). RMFEX return over 5 years is better than : 45.82 vs. OFVIX (38.89).
| OFVIX | RMFEX | OFVIX / RMFEX | |
| Total Expense Ratio | 0.55 | 0.62 | 89% |
| Annual Report Gross Expense Ratio | 0.55 | 0.62 | 89% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 2.378 | 2.061 | 115% |
| 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 | 1.53 | 115% |
| Returns for 1 year | 1.57 | 12.27 | 13% |
| Returns for 3 years | 23.33 | 29.20 | 80% |
| Returns for 5 years | 38.89 | 45.82 | 85% |
| Returns for 10 years | N/A | 118.40 | - |
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