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OFVIX vs RMFEX
OFVIX vs RMFEX Comparison
Open Charts OFVIX vs RMFEX
O'Shaughnessy Market Leaders Value I
Price$21.65
Change+$0.21 (+0.98%)
VolumeN/A
Net Assets265.22M
American Funds American Mutual R4
Price$60.85
Change+$0.06 (+0.10%)
VolumeN/A
Net Assets109.34B
OFVIX vs RMFEX Comparison Chart in %
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OFVIX vs. RMFEX commentary
Sep 08, 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 OFVIX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. OFVIX (265M). OFVIX pays higher dividends than RMFEX: OFVIX (1.80) vs RMFEX (1.49). OFVIX was incepted earlier than RMFEX: OFVIX (10 years) vs RMFEX (23 years). RMFEX (0.62) is less costly to investors than OFVIX (0.54). OFVIX is a more actively managed with annual turnover of: 53.57 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 : 8.06 vs. OFVIX (6.45). OFVIX return over 5 years is better than : 88.50 vs. RMFEX (58.84).
| OFVIX | RMFEX | OFVIX / RMFEX | |
| Total Expense Ratio | 0.54 | 0.62 | 87% |
| Annual Report Gross Expense Ratio | 0.54 | 0.62 | 87% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 11.540 | 11.638 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265M | 109B | 0% |
| Annual Yield % from dividends | 1.80 | 1.49 | 121% |
| Returns for 1 year | 6.45 | 8.06 | 80% |
| Returns for 3 years | 37.58 | 33.39 | 113% |
| Returns for 5 years | 88.50 | 58.84 | 150% |
| Returns for 10 years | N/A | 98.59 | - |
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