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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$32.85
Change+$0.70 (+2.18%)
VolumeN/A
Net Assets1.68B
American Funds American Mutual R4
Price$56.54
Change+$1.20 (+2.17%)
VolumeN/A
Net Assets100.86B
CLVRX vs RMFEX Comparison Chart
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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 101B vs. CLVRX (1.69B). CLVRX pays higher dividends than RMFEX: CLVRX (2.22) vs RMFEX (1.65). CLVRX was incepted earlier than RMFEX: CLVRX (3 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). RMFEX annual gain was more profitable for investors over the last year : 4.72 vs. CLVRX (3.85).
| CLVRX | RMFEX | CLVRX / RMFEX | |
| Total Expense Ratio | 0.19 | 0.62 | 31% |
| Annual Report Gross Expense Ratio | 0.32 | 0.62 | 52% |
| Fund Existence | 3 years | 23 years | - |
| Gain YTD | 0.469 | 1.154 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 101B | 2% |
| Annual Yield % from dividends | 2.22 | 1.65 | 135% |
| Returns for 1 year | 3.85 | 4.72 | 81% |
| Returns for 3 years | 22.26 | 18.36 | 121% |
| Returns for 5 years | N/A | 58.22 | - |
| Returns for 10 years | N/A | 66.67 | - |
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