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CVQZX vs RMFEX
CVQZX vs RMFEX Comparison
Open Charts CVQZX vs RMFEX
Columbia Disciplined Value Inst
Price$9.37
Change+$0.05 (+0.54%)
VolumeN/A
Net Assets177.32M
American Funds American Mutual R4
Price$60.79
Change+$0.28 (+0.46%)
VolumeN/A
Net Assets109.34B
CVQZX vs RMFEX Comparison Chart in %
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CVQZX vs. RMFEX commentary
Sep 06, 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 CVQZX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. CVQZX (177M). RMFEX (1.49) and CVQZX (1.47) have matching dividends . CVQZX was incepted earlier than RMFEX: CVQZX (15 years) vs RMFEX (23 years). CVQZX (0.96) is less costly to investors than RMFEX (0.62). CVQZX is a more actively managed with annual turnover of: 60.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than CVQZX: RMFEX (250) vs CVQZX (2000). RMFEX annual gain was more profitable for investors over the last year : 7.95 vs. CVQZX (0.77). RMFEX return over 5 years is better than : 58.69 vs. CVQZX (18.13).
| CVQZX | RMFEX | CVQZX / RMFEX | |
| Total Expense Ratio | 0.78 | 0.62 | 126% |
| Annual Report Gross Expense Ratio | 0.96 | 0.62 | 155% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 8.751 | 11.527 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 109B | 0% |
| Annual Yield % from dividends | 1.47 | 1.49 | 99% |
| Returns for 1 year | 0.77 | 7.95 | 10% |
| Returns for 3 years | 15.47 | 33.26 | 47% |
| Returns for 5 years | 18.13 | 58.69 | 31% |
| Returns for 10 years | 17.85 | 98.39 | 18% |
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