Ad is loading...
ADEIX vs RMFEX
ADEIX vs RMFEX Comparison
Open Charts ADEIX vs RMFEX
Ancora Dividend Value Equity I
Price$15.61
Change-$0.70 (-4.29%)
VolumeN/A
Net Assets43.87M
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
ADEIX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ADEIX vs. RMFEX 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 RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. ADEIX (43.9M). RMFEX pays higher dividends than ADEIX: RMFEX (1.61) vs ADEIX (1.28). ADEIX was incepted earlier than RMFEX: ADEIX (6 years) vs RMFEX (23 years). ADEIX (1.18) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. ADEIX (16.86). RMFEX has a lower initial minimum investment than ADEIX: RMFEX (250) vs ADEIX (5000). RMFEX annual gain was more profitable for investors over the last year : 7.10 vs. ADEIX (5.61). ADEIX return over 5 years is better than : 108.19 vs. RMFEX (78.86).
| ADEIX | RMFEX | ADEIX / RMFEX | |
| Total Expense Ratio | 1.02 | 0.62 | 165% |
| Annual Report Gross Expense Ratio | 1.18 | 0.62 | 190% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | -1.921 | 2.891 | -66% |
| 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 | 1.61 | 80% |
| Returns for 1 year | 5.61 | 7.10 | 79% |
| Returns for 3 years | 15.85 | 12.51 | 127% |
| Returns for 5 years | 108.19 | 78.86 | 137% |
| Returns for 10 years | N/A | 70.99 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers