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CHDVX vs RMFCX
CHDVX vs RMFCX Comparison
Open Charts CHDVX vs RMFCX
Cullen High Dividend Equity I
Price$12.89
Change-$0.42 (-3.16%)
VolumeN/A
Net Assets667.03M
American Funds American Mutual R3
Price$54.14
Change-$1.81 (-3.24%)
VolumeN/A
Net Assets102.75B
CHDVX vs RMFCX Comparison Chart
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CHDVX vs. RMFCX commentary
Apr 05, 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 CHDVX is a Hold and RMFCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 103B vs. CHDVX (667M). CHDVX pays higher dividends than RMFCX: CHDVX (2.26) vs RMFCX (1.34). CHDVX was incepted earlier than RMFCX: CHDVX (21 years) vs RMFCX (23 years). CHDVX (1.10) is less costly to investors than RMFCX (0.91). CHDVX is a more actively managed with annual turnover of: 38.00 vs. RMFCX (31.00). RMFCX has a lower initial minimum investment than CHDVX: RMFCX (250) vs CHDVX (1000000). RMFCX annual gain was more profitable for investors over the last year : 6.77 vs. CHDVX (-7.52). RMFCX return over 5 years is better than : 76.10 vs. CHDVX (20.58).
| CHDVX | RMFCX | CHDVX / RMFCX | |
| Total Expense Ratio | 0.75 | 0.91 | 82% |
| Annual Report Gross Expense Ratio | 1.10 | 0.91 | 121% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 0.833 | 2.814 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 667M | 103B | 1% |
| Annual Yield % from dividends | 2.26 | 1.34 | 168% |
| Returns for 1 year | -7.52 | 6.77 | -111% |
| Returns for 3 years | -16.25 | 11.46 | -142% |
| Returns for 5 years | 20.58 | 76.10 | 27% |
| Returns for 10 years | -2.93 | 64.62 | -5% |