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ADEIX vs RMFCX
ADEIX vs RMFCX Comparison
Open Charts ADEIX vs RMFCX
Ancora Dividend Value Equity I
Price$15.61
Change-$0.70 (-4.29%)
VolumeN/A
Net Assets43.87M
American Funds American Mutual R3
Price$54.14
Change-$1.81 (-3.24%)
VolumeN/A
Net Assets102.75B
ADEIX vs RMFCX Comparison Chart
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ADEIX vs. RMFCX commentary
Apr 04, 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 Hold and RMFCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 103B vs. ADEIX (43.9M). RMFCX (1.34) and ADEIX (1.28) have matching dividends . ADEIX was incepted earlier than RMFCX: ADEIX (6 years) vs RMFCX (23 years). ADEIX (1.18) is less costly to investors than RMFCX (0.91). RMFCX is a more actively managed with annual turnover of: 31.00 vs. ADEIX (16.86). RMFCX has a lower initial minimum investment than ADEIX: RMFCX (250) vs ADEIX (5000). RMFCX annual gain was more profitable for investors over the last year : 6.77 vs. ADEIX (5.61). ADEIX return over 5 years is better than : 108.19 vs. RMFCX (76.10).
| ADEIX | RMFCX | ADEIX / RMFCX | |
| Total Expense Ratio | 1.02 | 0.91 | 112% |
| Annual Report Gross Expense Ratio | 1.18 | 0.91 | 130% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | -1.921 | 2.814 | -68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.9M | 103B | 0% |
| Annual Yield % from dividends | 1.28 | 1.34 | 96% |
| Returns for 1 year | 5.61 | 6.77 | 83% |
| Returns for 3 years | 15.85 | 11.46 | 138% |
| Returns for 5 years | 108.19 | 76.10 | 142% |
| Returns for 10 years | N/A | 64.62 | - |
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