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ADEIX vs RMFEX
ADEIX vs RMFEX Comparison
Open Charts ADEIX vs RMFEX
Ancora Dividend Value Equity I
Price$17.35
Change+$0.10 (+0.58%)
VolumeN/A
Net Assets46.94M
American Funds American Mutual R4
Price$59.82
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
ADEIX vs RMFEX Comparison Chart in %
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ADEIX vs. RMFEX commentary
Jul 07, 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 ADEIX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. ADEIX (46.9M). RMFEX pays higher dividends than ADEIX: RMFEX (1.53) vs ADEIX (1.22). ADEIX was incepted earlier than RMFEX: ADEIX (6 years) vs RMFEX (23 years). ADEIX (1.11) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. ADEIX (16.86). RMFEX has a lower initial minimum investment than ADEIX: RMFEX (250) vs ADEIX (5000). ADEIX (11.82) and RMFEX (11.81) have marching annual gain over last year. ADEIX return over 5 years is better than : 85.55 vs. RMFEX (64.33).
| ADEIX | RMFEX | ADEIX / RMFEX | |
| Total Expense Ratio | 1.00 | 0.62 | 161% |
| Annual Report Gross Expense Ratio | 1.11 | 0.62 | 179% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 4.520 | 9.748 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.9M | 109B | 0% |
| Annual Yield % from dividends | 1.22 | 1.53 | 80% |
| Returns for 1 year | 11.82 | 11.81 | 100% |
| Returns for 3 years | 40.88 | 30.45 | 134% |
| Returns for 5 years | 85.55 | 64.33 | 133% |
| Returns for 10 years | N/A | 86.20 | - |
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