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CLVRX vs RMFEX
CLVRX vs RMFEX Comparison
Open Charts CLVRX vs RMFEX
Calvert US Large Cap Value Rspnb Idx R6
Price$35.49
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets1.86B
American Funds American Mutual R4
Price$61.62
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets110.88B
CLVRX vs RMFEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. CLVRX (1.86B). CLVRX pays higher dividends than RMFEX: CLVRX (1.99) vs RMFEX (1.49). CLVRX was incepted earlier than RMFEX: CLVRX (4 years) vs RMFEX (23 years). RMFEX (0.62) is less costly to investors than CLVRX (0.32). CLVRX is a more actively managed with annual turnover of: 33.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than CLVRX: RMFEX (250) vs CLVRX (5000000). CLVRX annual gain was more profitable for investors over the last year : 7.48 vs. RMFEX (7.10).
| CLVRX | RMFEX | CLVRX / RMFEX | |
| Total Expense Ratio | 0.19 | 0.62 | 31% |
| Annual Report Gross Expense Ratio | 0.32 | 0.62 | 52% |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | 11.156 | 13.050 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 111B | 2% |
| Annual Yield % from dividends | 1.99 | 1.49 | 133% |
| Returns for 1 year | 7.48 | 7.10 | 105% |
| Returns for 3 years | 39.60 | 35.20 | 112% |
| Returns for 5 years | N/A | 61.31 | - |
| Returns for 10 years | N/A | 103.92 | - |
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