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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$36.03
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets1.89B
American Funds American Mutual R4
Price$62.60
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets112.58B
CLVRX vs RMFEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 113B vs. CLVRX (1.89B). CLVRX pays higher dividends than RMFEX: CLVRX (1.95) vs RMFEX (1.46). 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 (8.23) and RMFEX (8.19) have marching annual gain over last year.
| 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 | 12.656 | 15.248 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 113B | 2% |
| Annual Yield % from dividends | 1.95 | 1.46 | 134% |
| Returns for 1 year | 8.23 | 8.19 | 100% |
| Returns for 3 years | 50.76 | 45.24 | 112% |
| Returns for 5 years | N/A | 61.35 | - |
| Returns for 10 years | N/A | 102.04 | - |
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