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CVQZX vs RMFEX
CVQZX vs RMFEX Comparison
Open Charts CVQZX vs RMFEX
Columbia Disciplined Value Inst
Price$8.25
Change-$0.41 (-4.73%)
VolumeN/A
Net Assets175.85M
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
CVQZX vs RMFEX Comparison Chart
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CVQZX vs. RMFEX commentary
Apr 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. CVQZX (176M). RMFEX (1.61) and CVQZX (1.59) 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 : 7.10 vs. CVQZX (-4.12). RMFEX return over 5 years is better than : 78.86 vs. CVQZX (39.30).
| 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 | 1.050 | 2.891 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 103B | 0% |
| Annual Yield % from dividends | 1.59 | 1.61 | 99% |
| Returns for 1 year | -4.12 | 7.10 | -58% |
| Returns for 3 years | -1.96 | 12.51 | -16% |
| Returns for 5 years | 39.30 | 78.86 | 50% |
| Returns for 10 years | -0.32 | 70.99 | -0% |