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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$34.55
Change-$0.24 (-0.69%)
VolumeN/A
Net Assets1.81B
American Funds American Mutual R4
Price$59.75
Change-$0.21 (-0.35%)
VolumeN/A
Net Assets108.87B
CLVRX vs RMFEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. CLVRX (1.81B). CLVRX pays higher dividends than RMFEX: CLVRX (2.06) vs RMFEX (1.53). 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). CLVRX annual gain was more profitable for investors over the last year : 10.86 vs. RMFEX (10.12).
| 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 | 7.969 | 9.619 | 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 | 1.81B | 109B | 2% |
| Annual Yield % from dividends | 2.06 | 1.53 | 135% |
| Returns for 1 year | 10.86 | 10.12 | 107% |
| Returns for 3 years | 37.99 | 32.24 | 118% |
| Returns for 5 years | N/A | 64.02 | - |
| Returns for 10 years | N/A | 82.91 | - |
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