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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$34.11
Change+$0.22 (+0.65%)
VolumeN/A
Net Assets1.79B
American Funds American Mutual R4
Price$60.00
Change+$0.27 (+0.45%)
VolumeN/A
Net Assets108.45B
CLVRX vs RMFEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 108B vs. CLVRX (1.79B). CLVRX pays higher dividends than RMFEX: CLVRX (2.07) vs RMFEX (1.51). 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). RMFEX annual gain was more profitable for investors over the last year : 10.17 vs. CLVRX (9.05).
| 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 | 5.906 | 10.078 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 108B | 2% |
| Annual Yield % from dividends | 2.07 | 1.51 | 137% |
| Returns for 1 year | 9.05 | 10.17 | 89% |
| Returns for 3 years | 28.10 | 27.15 | 104% |
| Returns for 5 years | N/A | 57.34 | - |
| Returns for 10 years | N/A | 85.69 | - |
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