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ERSTX vs RMFEX
ERSTX vs RMFEX Comparison
Open Charts ERSTX vs RMFEX
Eaton Vance Large-Cap Value R
Price$27.15
Change-$0.16 (-0.59%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$58.58
Change-$0.51 (-0.86%)
VolumeN/A
CapitalizationN/A
ERSTX vs RMFEX Comparison Chart
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ERSTX vs. RMFEX commentary
Nov 18, 2024
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 StrongBuy and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 104B vs. ERSTX (1.48B). RMFEX pays higher dividends than ERSTX: RMFEX (1.95) vs ERSTX (0.62). ERSTX was incepted earlier than RMFEX: ERSTX (21 years) vs RMFEX (22 years). ERSTX is a more actively managed with annual turnover of: 68.00 vs. RMFEX (25.00). RMFEX has a lower initial minimum investment than ERSTX: RMFEX (250) vs ERSTX (1000). ERSTX annual gain was more profitable for investors over the last year : 23.01 vs. RMFEX (21.67). RMFEX return over 5 years is better than : 47.96 vs. ERSTX (35.74).
| ERSTX | RMFEX | ERSTX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 22 years | - |
| Gain YTD | 15.632 | 16.733 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 104B | 1% |
| Annual Yield % from dividends | 0.62 | 1.95 | 32% |
| Returns for 1 year | 23.01 | 21.67 | 106% |
| Returns for 3 years | 8.68 | 16.52 | 53% |
| Returns for 5 years | 35.74 | 47.96 | 75% |
| Returns for 10 years | 7.03 | 71.19 | 10% |
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