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OLVTX vs RMFEX
OLVTX vs RMFEX Comparison
Open Charts OLVTX vs RMFEX
JPMorgan Large Cap Value R3
Price$20.57
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets5.14B
American Funds American Mutual R4
Price$60.46
Change-$0.15 (-0.25%)
VolumeN/A
Net Assets109.9B
OLVTX vs RMFEX Comparison Chart in %
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OLVTX 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 OLVTX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 110B vs. OLVTX (5.14B). RMFEX pays higher dividends than OLVTX: RMFEX (1.51) vs OLVTX (0.98). OLVTX was incepted earlier than RMFEX: OLVTX (7 years) vs RMFEX (23 years). OLVTX (1.01) is less costly to investors than RMFEX (0.62). OLVTX is a more actively managed with annual turnover of: 167.00 vs. RMFEX (31.00). OLVTX has a lower initial minimum investment than RMFEX: OLVTX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 8.10 vs. OLVTX (1.63). OLVTX (58.06) and RMFEX (57.34) have equivalent 5 years return.
| OLVTX | RMFEX | OLVTX / RMFEX | |
| Total Expense Ratio | 0.94 | 0.62 | 152% |
| Annual Report Gross Expense Ratio | 1.01 | 0.62 | 163% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 5.566 | 10.922 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.14B | 110B | 5% |
| Annual Yield % from dividends | 0.98 | 1.51 | 65% |
| Returns for 1 year | 1.63 | 8.10 | 20% |
| Returns for 3 years | 10.79 | 23.84 | 45% |
| Returns for 5 years | 58.06 | 57.34 | 101% |
| Returns for 10 years | N/A | 86.04 | - |
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