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ERSTX vs RMFEX
ERSTX vs RMFEX Comparison
Open Charts ERSTX vs RMFEX
Eaton Vance Large-Cap Value R
Price$26.48
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets1.42B
American Funds American Mutual R4
Price$59.78
Change-$0.04 (-0.07%)
VolumeN/A
Net Assets108.83B
ERSTX vs RMFEX Comparison Chart in %
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ERSTX vs. RMFEX commentary
Jul 21, 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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. ERSTX (1.42B). RMFEX pays higher dividends than ERSTX: RMFEX (1.53) vs ERSTX (0.71). ERSTX was incepted earlier than RMFEX: ERSTX (21 years) vs RMFEX (23 years). ERSTX (1.25) is less costly to investors than RMFEX (0.62). ERSTX is a more actively managed with annual turnover of: 75.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than ERSTX: RMFEX (250) vs ERSTX (1000). RMFEX annual gain was more profitable for investors over the last year : 9.27 vs. ERSTX (4.74). RMFEX return over 5 years is better than : 59.51 vs. ERSTX (50.34).
| ERSTX | RMFEX | ERSTX / RMFEX | |
| Total Expense Ratio | 1.25 | 0.62 | 202% |
| Annual Report Gross Expense Ratio | 1.25 | 0.62 | 202% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 5.139 | 9.675 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 109B | 1% |
| Annual Yield % from dividends | 0.71 | 1.53 | 46% |
| Returns for 1 year | 4.74 | 9.27 | 51% |
| Returns for 3 years | 21.20 | 30.23 | 70% |
| Returns for 5 years | 50.34 | 59.51 | 85% |
| Returns for 10 years | 47.22 | 83.90 | 56% |
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