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OFVIX vs RMFEX
OFVIX vs RMFEX Comparison
Open Charts OFVIX vs RMFEX
O'Shaughnessy Market Leaders Value I
Price$21.23
Change+$0.15 (+0.71%)
VolumeN/A
Net Assets258.2M
American Funds American Mutual R4
Price$61.89
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets110.88B
OFVIX vs RMFEX Comparison Chart in %
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OFVIX vs. RMFEX commentary
Oct 19, 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: 111B vs. OFVIX (258M). OFVIX pays higher dividends than RMFEX: OFVIX (1.80) vs RMFEX (1.46). 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: 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 : 5.28 vs. OFVIX (-2.70). OFVIX return over 5 years is better than : 82.07 vs. RMFEX (59.52).
| 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 | 9.377 | 13.941 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258M | 111B | 0% |
| Annual Yield % from dividends | 1.80 | 1.46 | 123% |
| Returns for 1 year | -2.70 | 5.28 | -51% |
| Returns for 3 years | 38.02 | 40.09 | 95% |
| Returns for 5 years | 82.07 | 59.52 | 138% |
| Returns for 10 years | N/A | 98.84 | - |
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