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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$30.74
Change+$0.25 (+0.82%)
VolumeN/A
Net Assets1.76B
American Funds American Mutual R4
Price$53.34
Change+$0.55 (+1.04%)
VolumeN/A
Net Assets96.25B
CFJAX vs RMFEX Comparison Chart
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CFJAX vs. RMFEX commentary
Apr 25, 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: 96.2B vs. CFJAX (1.76B). 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 : 1.70 vs. CFJAX (0.69). CFJAX return over 5 years is better than : 66.87 vs. RMFEX (52.96).
| 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 | -4.270 | -3.507 | 122% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 96.2B | 2% |
| Annual Yield % from dividends | 1.87 | 1.61 | 116% |
| Returns for 1 year | 0.69 | 1.70 | 41% |
| Returns for 3 years | 9.22 | 8.21 | 112% |
| Returns for 5 years | 66.87 | 52.96 | 126% |
| Returns for 10 years | N/A | 57.52 | - |