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CVQZX vs RMFEX
CVQZX vs RMFEX Comparison
Open Charts CVQZX vs RMFEX
Columbia Disciplined Value Inst
Price$9.48
Change+$0.09 (+0.96%)
VolumeN/A
Net Assets176.46M
American Funds American Mutual R4
Price$61.64
Change+$0.38 (+0.62%)
VolumeN/A
Net Assets110.43B
CVQZX vs RMFEX Comparison Chart in %
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CVQZX vs. RMFEX commentary
Sep 27, 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 Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 110B vs. CVQZX (176M). 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 : 6.08 vs. CVQZX (-0.28). RMFEX return over 5 years is better than : 64.68 vs. CVQZX (23.83).
| 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 | 9.568 | 12.781 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 110B | 0% |
| Annual Yield % from dividends | 1.47 | 1.49 | 99% |
| Returns for 1 year | -0.28 | 6.08 | -5% |
| Returns for 3 years | 26.31 | 42.54 | 62% |
| Returns for 5 years | 23.83 | 64.68 | 37% |
| Returns for 10 years | 20.51 | 110.45 | 19% |
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