Ad is loading...
CRFRX vs RMFEX
CRFRX vs RMFEX Comparison
Open Charts CRFRX vs RMFEX
Calvert Focused Value R6
Price$10.90
Change-$0.47 (-4.13%)
VolumeN/A
Net Assets58.13M
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
CRFRX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CRFRX vs. RMFEX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CRFRX is a Hold and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. CRFRX (58.1M). RMFEX pays higher dividends than CRFRX: RMFEX (1.61) vs CRFRX (1.28). CRFRX was incepted earlier than RMFEX: CRFRX (3 years) vs RMFEX (23 years). CRFRX (0.88) is less costly to investors than RMFEX (0.62). CRFRX is a more actively managed with annual turnover of: 107.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than CRFRX: RMFEX (250) vs CRFRX (5000000). RMFEX annual gain was more profitable for investors over the last year : 7.10 vs. CRFRX (2.44).
| CRFRX | RMFEX | CRFRX / RMFEX | |
| Total Expense Ratio | 0.74 | 0.62 | 119% |
| Annual Report Gross Expense Ratio | 0.88 | 0.62 | 142% |
| Fund Existence | 3 years | 23 years | - |
| Gain YTD | -0.263 | 2.891 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.1M | 103B | 0% |
| Annual Yield % from dividends | 1.28 | 1.61 | 79% |
| Returns for 1 year | 2.44 | 7.10 | 34% |
| Returns for 3 years | N/A | 12.51 | - |
| Returns for 5 years | N/A | 78.86 | - |
| Returns for 10 years | 21.28 | 70.99 | 30% |
View a ticker or compare two or three
VS
VS
Ad is loading...