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CDVZX vs RMFEX
CDVZX vs RMFEX Comparison
Open Charts CDVZX vs RMFEX
Columbia Large Cap Value Inst
Price$16.45
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets2.45B
American Funds American Mutual R4
Price$56.37
Change-$0.15 (-0.27%)
VolumeN/A
Net Assets104.75B
CDVZX vs RMFEX Comparison Chart
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CDVZX vs. RMFEX commentary
May 23, 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 CDVZX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. CDVZX (2.45B). RMFEX pays higher dividends than CDVZX: RMFEX (1.65) vs CDVZX (1.46). CDVZX was incepted earlier than RMFEX: CDVZX (15 years) vs RMFEX (23 years). CDVZX (0.74) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. CDVZX (17.00). RMFEX has a lower initial minimum investment than CDVZX: RMFEX (250) vs CDVZX (2000). RMFEX annual gain was more profitable for investors over the last year : 5.60 vs. CDVZX (2.02). RMFEX return over 5 years is better than : 62.10 vs. CDVZX (56.79).
| CDVZX | RMFEX | CDVZX / RMFEX | |
| Total Expense Ratio | 0.72 | 0.62 | 116% |
| Annual Report Gross Expense Ratio | 0.74 | 0.62 | 119% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 3.915 | 3.311 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.45B | 105B | 2% |
| Annual Yield % from dividends | 1.46 | 1.65 | 88% |
| Returns for 1 year | 2.02 | 5.60 | 36% |
| Returns for 3 years | 12.45 | 21.59 | 58% |
| Returns for 5 years | 56.79 | 62.10 | 91% |
| Returns for 10 years | 30.06 | 68.42 | 44% |
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