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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$36.13
Change+$0.32 (+0.89%)
VolumeN/A
Net Assets1.91B
American Funds American Mutual R4
Price$60.55
Change-$1.72 (-2.76%)
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 (1.91B). CLVRX pays higher dividends than RMFEX: CLVRX (2.01) vs RMFEX (1.50). 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: 30.00 vs. CLVRX (27.00). RMFEX has a lower initial minimum investment than CLVRX: RMFEX (250) vs CLVRX (5000000). CLVRX annual gain was more profitable for investors over the last year : 10.20 vs. RMFEX (7.80).
| 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 | 5.612 | 2.280 | 246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 112B | 2% |
| Annual Yield % from dividends | 2.01 | 1.50 | 134% |
| Returns for 1 year | 10.20 | 7.80 | 131% |
| Returns for 3 years | 30.64 | 29.96 | 102% |
| Returns for 5 years | N/A | 46.45 | - |
| Returns for 10 years | N/A | 114.19 | - |
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