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CVQZX vs RMFEX
CVQZX vs RMFEX Comparison
Open Charts CVQZX vs RMFEX
Columbia Disciplined Value Inst
Price$9.45
Change+$0.04 (+0.43%)
VolumeN/A
Net Assets176.07M
American Funds American Mutual R4
Price$61.89
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets110.88B
CVQZX vs RMFEX Comparison Chart in %
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CVQZX vs. RMFEX commentary
Oct 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. CVQZX (176M). RMFEX (1.46) and CVQZX (1.45) 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 : 5.01 vs. CVQZX (-2.82). RMFEX return over 5 years is better than : 59.11 vs. CVQZX (16.66).
| 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 | 9.802 | 13.647 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 111B | 0% |
| Annual Yield % from dividends | 1.45 | 1.46 | 99% |
| Returns for 1 year | -2.82 | 5.01 | -56% |
| Returns for 3 years | 20.56 | 39.73 | 52% |
| Returns for 5 years | 16.66 | 59.11 | 28% |
| Returns for 10 years | 11.77 | 98.33 | 12% |
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