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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$32.16
Change-$0.61 (-1.86%)
VolumeN/A
Net Assets1.85B
American Funds American Mutual R4
Price$56.14
Change-$0.84 (-1.47%)
VolumeN/A
Net Assets104.15B
CLVRX vs RMFEX Comparison Chart
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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 104B vs. CLVRX (1.85B). CLVRX pays higher dividends than RMFEX: CLVRX (2.08) vs RMFEX (1.56). 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 : 8.73 vs. CLVRX (8.00).
| 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 | 2.406 | 3.751 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 104B | 2% |
| Annual Yield % from dividends | 2.08 | 1.56 | 133% |
| Returns for 1 year | 8.00 | 8.73 | 92% |
| Returns for 3 years | 21.46 | 20.22 | 106% |
| Returns for 5 years | N/A | 55.88 | - |
| Returns for 10 years | N/A | 75.54 | - |