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ERSTX vs RMFEX
ERSTX vs RMFEX Comparison
Open Charts ERSTX vs RMFEX
Eaton Vance Large-Cap Value R
Price$25.64
Change-$0.27 (-1.04%)
VolumeN/A
Net Assets1.39B
American Funds American Mutual R4
Price$57.86
Change-$0.45 (-0.77%)
VolumeN/A
Net Assets105.76B
ERSTX vs RMFEX Comparison Chart
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ERSTX vs. RMFEX commentary
Jun 16, 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 ERSTX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 106B vs. ERSTX (1.39B). RMFEX pays higher dividends than ERSTX: RMFEX (1.58) vs ERSTX (0.77). ERSTX was incepted earlier than RMFEX: ERSTX (21 years) vs RMFEX (23 years). ERSTX (1.25) is less costly to investors than RMFEX (0.62). ERSTX is a more actively managed with annual turnover of: 75.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than ERSTX: RMFEX (250) vs ERSTX (1000). RMFEX annual gain was more profitable for investors over the last year : 9.03 vs. ERSTX (2.99). RMFEX return over 5 years is better than : 62.32 vs. ERSTX (49.80).
| ERSTX | RMFEX | ERSTX / RMFEX | |
| Total Expense Ratio | 1.25 | 0.62 | 202% |
| Annual Report Gross Expense Ratio | 1.25 | 0.62 | 202% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 1.804 | 6.152 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 106B | 1% |
| Annual Yield % from dividends | 0.77 | 1.58 | 49% |
| Returns for 1 year | 2.99 | 9.03 | 33% |
| Returns for 3 years | 20.38 | 29.63 | 69% |
| Returns for 5 years | 49.80 | 62.32 | 80% |
| Returns for 10 years | 41.34 | 76.27 | 54% |
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