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RMFEX vs USPFX
RMFEX vs USPFX Comparison
Open Charts RMFEX vs USPFX
American Funds American Mutual R4
Price$60.85
Change+$0.06 (+0.10%)
VolumeN/A
Net Assets109.46B
Union Street Partners Value Advisor
Price$33.47
Change+$0.18 (+0.54%)
VolumeN/A
Net Assets83.5M
RMFEX vs USPFX Comparison Chart in %
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RMFEX vs. USPFX 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 RMFEX is a Buy and USPFX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. USPFX (83.5M). 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 : 10.95 vs. RMFEX (8.06). USPFX return over 5 years is better than : 78.61 vs. RMFEX (58.84).
| RMFEX | USPFX | RMFEX / USPFX | |
| Total Expense Ratio | 0.62 | 1.15 | 54% |
| Annual Report Gross Expense Ratio | 0.62 | 1.55 | 40% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 11.638 | 7.434 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 83.5M | 130,539% |
| Annual Yield % from dividends | 1.49 | 0.16 | 931% |
| Returns for 1 year | 8.06 | 10.95 | 74% |
| Returns for 3 years | 33.39 | 44.54 | 75% |
| Returns for 5 years | 58.84 | 78.61 | 75% |
| Returns for 10 years | 98.59 | N/A | - |
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