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CLVRX vs FFFMX
CLVRX vs FFFMX Comparison
Open Charts CLVRX vs FFFMX
Calvert US Large Cap Value Rspnb Idx R6
Price$30.78
Change+$2.05 (+7.14%)
VolumeN/A
Net Assets1.76B
American Funds American Mutual 529-F-3
Price$54.12
Change+$3.37 (+6.64%)
VolumeN/A
Net Assets92.19B
CLVRX vs FFFMX Comparison Chart
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FUNDAMENTALS
Fundamentals
FFFMX has more cash in the bank: 92.2B vs. CLVRX (1.76B). CLVRX pays higher dividends than FFFMX: CLVRX (2.17) vs FFFMX (1.89). CLVRX was incepted earlier than FFFMX: CLVRX (3 years) vs FFFMX (4 years). CLVRX (0.32) and FFFMX (0.32) have similar cost to investors . CLVRX is a more actively managed with annual turnover of: 33.00 vs. FFFMX (31.00). FFFMX has a lower initial minimum investment than CLVRX: FFFMX (250) vs CLVRX (5000000). FFFMX annual gain was more profitable for investors over the last year : -3.83 vs. CLVRX (-7.08).
| CLVRX | FFFMX | CLVRX / FFFMX | |
| Total Expense Ratio | 0.19 | 0.32 | 59% |
| Annual Report Gross Expense Ratio | 0.32 | 0.32 | 100% |
| Fund Existence | 3 years | 4 years | - |
| Gain YTD | -10.219 | -7.555 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 92.2B | 2% |
| Annual Yield % from dividends | 2.17 | 1.89 | 115% |
| Returns for 1 year | -7.08 | -3.83 | 185% |
| Returns for 3 years | 0.67 | 1.19 | 57% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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