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CVQZX vs RMFEX
CVQZX vs RMFEX Comparison
Open Charts CVQZX vs RMFEX
Columbia Disciplined Value Inst
Price$8.82
Change+$0.07 (+0.80%)
VolumeN/A
Net Assets183.27M
American Funds American Mutual R4
Price$56.11
Change+$0.29 (+0.52%)
VolumeN/A
Net Assets103.41B
CVQZX vs RMFEX Comparison Chart
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CVQZX vs. RMFEX commentary
Jan 19, 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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. CVQZX (183M). RMFEX pays higher dividends than CVQZX: RMFEX (1.95) vs CVQZX (1.50). CVQZX was incepted earlier than RMFEX: CVQZX (14 years) vs RMFEX (23 years). CVQZX is a more actively managed with annual turnover of: 60.00 vs. RMFEX (25.00). 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 : 12.78 vs. CVQZX (10.27). RMFEX return over 5 years is better than : 39.96 vs. CVQZX (-0.20).
| CVQZX | RMFEX | CVQZX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 2.917 | 2.167 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 103B | 0% |
| Annual Yield % from dividends | 1.50 | 1.95 | 77% |
| Returns for 1 year | 10.27 | 12.78 | 80% |
| Returns for 3 years | 1.16 | 13.63 | 9% |
| Returns for 5 years | -0.20 | 39.96 | -0% |
| Returns for 10 years | 3.33 | 71.41 | 5% |
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