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ERSTX vs RMEBX
ERSTX vs RMEBX Comparison
Open Charts ERSTX vs RMEBX
Eaton Vance Large-Cap Value R
Price$24.11
Change+$1.52 (+6.73%)
VolumeN/A
Net Assets1.42B
American Funds American Mutual R2E
Price$53.86
Change+$3.35 (+6.63%)
VolumeN/A
Net Assets98.3B
ERSTX vs RMEBX Comparison Chart
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ERSTX vs. RMEBX commentary
Apr 11, 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 ERSTX is a Buy and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 98.3B vs. ERSTX (1.42B). RMEBX pays higher dividends than ERSTX: RMEBX (1.18) vs ERSTX (0.77). ERSTX was incepted earlier than RMEBX: ERSTX (21 years) vs RMEBX (11 years). ERSTX (1.28) is less costly to investors than RMEBX (1.07). ERSTX is a more actively managed with annual turnover of: 68.00 vs. RMEBX (31.00). RMEBX has a lower initial minimum investment than ERSTX: RMEBX (250) vs ERSTX (1000). RMEBX annual gain was more profitable for investors over the last year : -4.56 vs. ERSTX (-10.00). RMEBX return over 5 years is better than : 44.36 vs. ERSTX (38.04).
| ERSTX | RMEBX | ERSTX / RMEBX | |
| Total Expense Ratio | 1.28 | 1.07 | 120% |
| Annual Report Gross Expense Ratio | 1.28 | 1.07 | 120% |
| Fund Existence | 21 years | 11 years | - |
| Gain YTD | -10.511 | -7.747 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 98.3B | 1% |
| Annual Yield % from dividends | 0.77 | 1.18 | 65% |
| Returns for 1 year | -10.00 | -4.56 | 220% |
| Returns for 3 years | -7.51 | -1.07 | 699% |
| Returns for 5 years | 38.04 | 44.36 | 86% |
| Returns for 10 years | 21.66 | 44.99 | 48% |
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