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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$30.98
Change-$1.44 (-4.44%)
VolumeN/A
Net Assets1.85B
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
CFJAX vs RMFEX Comparison Chart
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CFJAX 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 CFJAX is a Hold and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. CFJAX (1.85B). CFJAX pays higher dividends than RMFEX: CFJAX (1.87) vs RMFEX (1.61). 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 : 7.10 vs. CFJAX (4.92). CFJAX return over 5 years is better than : 99.54 vs. RMFEX (78.86).
| 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 | 1.790 | 2.891 | 62% |
| 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 | 1.61 | 116% |
| Returns for 1 year | 4.92 | 7.10 | 69% |
| Returns for 3 years | 12.62 | 12.51 | 101% |
| Returns for 5 years | 99.54 | 78.86 | 126% |
| Returns for 10 years | N/A | 70.99 | - |