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CFJAX vs RMFEX
CFJAX vs RMFEX Comparison
Open Charts CFJAX vs RMFEX
Calvert US Large Cap Value Rspnb Idx A
Price$32.99
Change+$0.33 (+1.01%)
VolumeN/A
Net Assets1.75B
American Funds American Mutual R4
Price$58.02
Change+$0.32 (+0.55%)
VolumeN/A
Net Assets105.22B
CFJAX vs RMFEX Comparison Chart
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CFJAX vs. RMFEX commentary
Jun 07, 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. CFJAX (1.75B). CFJAX pays higher dividends than RMFEX: CFJAX (1.85) vs RMFEX (1.58). CFJAX was incepted earlier than RMFEX: CFJAX (10 years) vs RMFEX (23 years). CFJAX (0.62) and RMFEX (0.62) have similar cost to investors . CFJAX is a more actively managed with annual turnover of: 33.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than CFJAX: RMFEX (250) vs CFJAX (5000). RMFEX annual gain was more profitable for investors over the last year : 9.37 vs. CFJAX (7.13). CFJAX (54.52) and RMFEX (54.01) have equivalent 5 years return.
| CFJAX | RMFEX | CFJAX / RMFEX | |
| Total Expense Ratio | 0.49 | 0.62 | 79% |
| Annual Report Gross Expense Ratio | 0.62 | 0.62 | 100% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 2.543 | 6.053 | 42% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 105B | 2% |
| Annual Yield % from dividends | 1.85 | 1.58 | 117% |
| Returns for 1 year | 7.13 | 9.37 | 76% |
| Returns for 3 years | 19.42 | 18.90 | 103% |
| Returns for 5 years | 54.52 | 54.01 | 101% |
| Returns for 10 years | N/A | 77.06 | - |
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