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CFJAX vs RMEBX
CFJAX vs RMEBX Comparison
Open Charts CFJAX vs RMEBX
Calvert US Large Cap Value Rspnb Idx A
Price$30.98
Change-$1.44 (-4.44%)
VolumeN/A
Net Assets1.85B
American Funds American Mutual R2E
Price$54.45
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
CFJAX vs RMEBX Comparison Chart
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CFJAX vs. RMEBX 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 CFJAX is a Hold and RMEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 103B vs. CFJAX (1.85B). CFJAX pays higher dividends than RMEBX: CFJAX (1.87) vs RMEBX (1.18). CFJAX was incepted earlier than RMEBX: CFJAX (10 years) vs RMEBX (11 years). RMEBX (1.07) is less costly to investors than CFJAX (0.62). CFJAX is a more actively managed with annual turnover of: 33.00 vs. RMEBX (31.00). RMEBX has a lower initial minimum investment than CFJAX: RMEBX (250) vs CFJAX (5000). RMEBX annual gain was more profitable for investors over the last year : 6.63 vs. CFJAX (4.92). CFJAX return over 5 years is better than : 99.54 vs. RMEBX (74.87).
| CFJAX | RMEBX | CFJAX / RMEBX | |
| Total Expense Ratio | 0.49 | 1.07 | 46% |
| Annual Report Gross Expense Ratio | 0.62 | 1.07 | 58% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 1.790 | 2.774 | 65% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 103B | 2% |
| Annual Yield % from dividends | 1.87 | 1.18 | 158% |
| Returns for 1 year | 4.92 | 6.63 | 74% |
| Returns for 3 years | 12.62 | 11.00 | 115% |
| Returns for 5 years | 99.54 | 74.87 | 133% |
| Returns for 10 years | N/A | 63.22 | - |
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