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CFJIX vs RMFEX
CFJIX vs RMFEX Comparison
Open Charts CFJIX vs RMFEX
Calvert US Large Cap Value Rspnb Idx I
Price$33.26
Change+$0.34 (+1.03%)
VolumeN/A
Net Assets1.75B
American Funds American Mutual R4
Price$58.02
Change+$0.32 (+0.55%)
VolumeN/A
Net Assets105.22B
CFJIX vs RMFEX Comparison Chart
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CFJIX 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 CFJIX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. CFJIX (1.75B). CFJIX pays higher dividends than RMFEX: CFJIX (2.05) vs RMFEX (1.58). CFJIX was incepted earlier than RMFEX: CFJIX (10 years) vs RMFEX (23 years). RMFEX (0.62) is less costly to investors than CFJIX (0.37). CFJIX is a more actively managed with annual turnover of: 33.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than CFJIX: RMFEX (250) vs CFJIX (1000000). RMFEX annual gain was more profitable for investors over the last year : 9.37 vs. CFJIX (7.40). CFJIX (56.51) and RMFEX (54.01) have equivalent 5 years return.
| CFJIX | RMFEX | CFJIX / RMFEX | |
| Total Expense Ratio | 0.24 | 0.62 | 39% |
| Annual Report Gross Expense Ratio | 0.37 | 0.62 | 60% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 2.650 | 6.053 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 105B | 2% |
| Annual Yield % from dividends | 2.05 | 1.58 | 130% |
| Returns for 1 year | 7.40 | 9.37 | 79% |
| Returns for 3 years | 20.31 | 18.90 | 107% |
| Returns for 5 years | 56.51 | 54.01 | 105% |
| Returns for 10 years | N/A | 77.06 | - |
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