RMFEX
Price
$61.64
Change
+$0.38 (+0.62%)
Updated
Sep 26 closing price
Net Assets
111.09B
USPFX
Price
$33.88
Change
+$0.26 (+0.77%)
Updated
Sep 26 closing price
Net Assets
84.88M
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RMFEX vs USPFX

Header iconRMFEX vs USPFX Comparison
Open Charts RMFEX vs USPFXBanner chart's image
American Funds American Mutual R4
Price$61.64
Change+$0.38 (+0.62%)
VolumeN/A
Net Assets111.09B
Union Street Partners Value Advisor
Price$33.88
Change+$0.26 (+0.77%)
VolumeN/A
Net Assets84.88M
RMFEX vs USPFX Comparison Chart in %
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RMFEX vs. USPFX commentary
Sep 28, 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 RMFEX is a Hold and USPFX is a Buy.

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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. USPFX (84.9M). RMFEX pays higher dividends than USPFX: RMFEX (1.49) vs USPFX (0.16). RMFEX was incepted earlier than USPFX: RMFEX (23 years) vs USPFX (9 years). USPFX (1.55) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. USPFX (7.18). RMFEX has a lower initial minimum investment than USPFX: RMFEX (250) vs USPFX (2500). USPFX annual gain was more profitable for investors over the last year : 10.29 vs. RMFEX (6.73). USPFX return over 5 years is better than : 91.56 vs. RMFEX (65.70).
RMFEXUSPFXRMFEX / USPFX
Total Expense Ratio0.621.1554%
Annual Report Gross Expense Ratio0.621.5540%
Fund Existence23 years9 years-
Gain YTD13.4819.502142%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets111B84.9M130,742%
Annual Yield % from dividends1.490.16931%
Returns for 1 year6.7310.2965%
Returns for 3 years43.4256.2877%
Returns for 5 years65.7091.5672%
Returns for 10 years111.76N/A-
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