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ADEIX vs RMFEX
ADEIX vs RMFEX Comparison
Open Charts ADEIX vs RMFEX
Ancora Dividend Value Equity I
Price$16.92
Change+$0.12 (+0.71%)
VolumeN/A
Net Assets45.38M
American Funds American Mutual R4
Price$58.62
Change+$0.43 (+0.74%)
VolumeN/A
Net Assets106.24B
ADEIX vs RMFEX Comparison Chart in %
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ADEIX vs. RMFEX commentary
Jun 27, 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 106B vs. ADEIX (45.4M). RMFEX pays higher dividends than ADEIX: RMFEX (1.58) vs ADEIX (1.26). ADEIX was incepted earlier than RMFEX: ADEIX (6 years) vs RMFEX (23 years). ADEIX (1.11) 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 : 9.98 vs. ADEIX (8.92). ADEIX return over 5 years is better than : 84.36 vs. RMFEX (66.41).
| ADEIX | RMFEX | ADEIX / RMFEX | |
| Total Expense Ratio | 1.00 | 0.62 | 161% |
| Annual Report Gross Expense Ratio | 1.11 | 0.62 | 179% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 1.026 | 7.546 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.4M | 106B | 0% |
| Annual Yield % from dividends | 1.26 | 1.58 | 80% |
| Returns for 1 year | 8.92 | 9.98 | 89% |
| Returns for 3 years | 34.18 | 27.58 | 124% |
| Returns for 5 years | 84.36 | 66.41 | 127% |
| Returns for 10 years | N/A | 82.97 | - |
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