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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$33.19
Change+$0.33 (+1.00%)
VolumeN/A
Net Assets1.75B
American Funds American Mutual R4
Price$58.02
Change+$0.32 (+0.55%)
VolumeN/A
Net Assets105.22B
CLVRX vs RMFEX Comparison Chart
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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. CLVRX (1.75B). CLVRX pays higher dividends than RMFEX: CLVRX (2.14) vs RMFEX (1.58). 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 : 9.37 vs. CLVRX (7.47).
| 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 | 2.688 | 6.053 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 105B | 2% |
| Annual Yield % from dividends | 2.14 | 1.58 | 135% |
| Returns for 1 year | 7.47 | 9.37 | 80% |
| Returns for 3 years | 20.49 | 18.90 | 108% |
| Returns for 5 years | N/A | 54.01 | - |
| Returns for 10 years | N/A | 77.06 | - |
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