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CLVRX vs RMFEX
CLVRX vs RMFEX Comparison
Open Charts CLVRX vs RMFEX
Calvert US Large Cap Value Rspnb Idx R6
Price$35.37
Change+$0.12 (+0.34%)
VolumeN/A
Net Assets1.87B
American Funds American Mutual R4
Price$60.45
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets111.52B
CLVRX vs RMFEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. CLVRX (1.87B). CLVRX pays higher dividends than RMFEX: CLVRX (2.08) vs RMFEX (1.53). CLVRX was incepted earlier than RMFEX: CLVRX (4 years) vs RMFEX (24 years). RMFEX (0.62) is less costly to investors than CLVRX (0.32). RMFEX is a more actively managed with annual turnover of: 31.00 vs. CLVRX (27.00). RMFEX has a lower initial minimum investment than CLVRX: RMFEX (250) vs CLVRX (5000000). RMFEX (12.27) and CLVRX (12.00) have marching annual gain over last year.
| CLVRX | RMFEX | CLVRX / RMFEX | |
| Total Expense Ratio | 0.19 | 0.62 | 31% |
| Annual Report Gross Expense Ratio | 0.32 | 0.62 | 52% |
| Fund Existence | 4 years | 24 years | - |
| Gain YTD | 3.391 | 2.061 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 112B | 2% |
| Annual Yield % from dividends | 2.08 | 1.53 | 136% |
| Returns for 1 year | 12.00 | 12.27 | 98% |
| Returns for 3 years | 30.15 | 29.20 | 103% |
| Returns for 5 years | N/A | 45.82 | - |
| Returns for 10 years | N/A | 118.40 | - |
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