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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$30.78
Change+$2.05 (+7.14%)
VolumeN/A
Net Assets1.76B
American Funds American Mutual R4
Price$53.89
Change+$3.35 (+6.63%)
VolumeN/A
Net Assets98.3B
CLVRX vs RMFEX Comparison Chart
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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 98.3B vs. CLVRX (1.76B). CLVRX pays higher dividends than RMFEX: CLVRX (2.17) vs RMFEX (1.61). 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 : -4.11 vs. CLVRX (-7.08).
| 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 | -10.219 | -7.620 | 134% |
| 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 | 98.3B | 2% |
| Annual Yield % from dividends | 2.17 | 1.61 | 134% |
| Returns for 1 year | -7.08 | -4.11 | 172% |
| Returns for 3 years | 0.67 | 0.28 | 244% |
| Returns for 5 years | N/A | 47.69 | - |
| Returns for 10 years | N/A | 51.93 | - |
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