Interact to see
Advertisement
Advertisement
CLVRX vs RMFEX
CLVRX vs RMFEX Comparison
Open Charts CLVRX vs RMFEX
Calvert US Large Cap Value Rspnb Idx R6
Price$34.37
Change-$0.14 (-0.41%)
VolumeN/A
Net Assets1.9B
American Funds American Mutual R4
Price$62.90
Change-$0.49 (-0.77%)
VolumeN/A
Net Assets111.8B
CLVRX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. CLVRX (1.9B). CLVRX pays higher dividends than RMFEX: CLVRX (1.91) vs RMFEX (1.43). CLVRX was incepted earlier than RMFEX: CLVRX (4 years) vs RMFEX (23 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 annual gain was more profitable for investors over the last year : 9.19 vs. CLVRX (7.67).
| 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 | 23 years | - |
| Gain YTD | 16.688 | 16.703 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 112B | 2% |
| Annual Yield % from dividends | 1.91 | 1.43 | 133% |
| Returns for 1 year | 7.67 | 9.19 | 83% |
| Returns for 3 years | 37.58 | 31.21 | 120% |
| Returns for 5 years | N/A | 57.31 | - |
| Returns for 10 years | N/A | 105.64 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement