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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$30.84
Change+$2.05 (+7.12%)
VolumeN/A
Net Assets1.76B
American Funds American Mutual R4
Price$53.89
Change+$3.35 (+6.63%)
VolumeN/A
Net Assets92.19B
CFJIX vs RMFEX Comparison Chart
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CFJIX vs. RMFEX commentary
Apr 11, 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: 92.2B vs. CFJIX (1.76B). CFJIX pays higher dividends than RMFEX: CFJIX (2.08) vs RMFEX (1.61). 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 : -4.11 vs. CFJIX (-7.11). CFJIX return over 5 years is better than : 55.76 vs. RMFEX (47.69).
| 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 | -10.228 | -7.620 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 92.2B | 2% |
| Annual Yield % from dividends | 2.08 | 1.61 | 129% |
| Returns for 1 year | -7.11 | -4.11 | 173% |
| Returns for 3 years | 0.58 | 0.28 | 209% |
| Returns for 5 years | 55.76 | 47.69 | 117% |
| Returns for 10 years | N/A | 51.93 | - |
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