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ERSTX vs RMFEX
ERSTX vs RMFEX Comparison
Open Charts ERSTX vs RMFEX
Eaton Vance Large-Cap Value R
Price$25.98
Change+$0.08 (+0.31%)
VolumeN/A
Net Assets1.45B
American Funds American Mutual R4
Price$56.11
Change+$0.29 (+0.52%)
VolumeN/A
Net Assets103.41B
ERSTX vs RMFEX Comparison Chart
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ERSTX vs. RMFEX commentary
Jan 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 ERSTX is a StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. ERSTX (1.45B). RMFEX pays higher dividends than ERSTX: RMFEX (1.95) vs ERSTX (0.62). ERSTX was incepted earlier than RMFEX: ERSTX (21 years) vs RMFEX (23 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 (13.30) and RMFEX (12.78) have marching annual gain over last year. RMFEX return over 5 years is better than : 39.96 vs. ERSTX (25.05).
| ERSTX | RMFEX | ERSTX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 2.728 | 2.167 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 103B | 1% |
| Annual Yield % from dividends | 0.62 | 1.95 | 32% |
| Returns for 1 year | 13.30 | 12.78 | 104% |
| Returns for 3 years | 7.91 | 13.63 | 58% |
| Returns for 5 years | 25.05 | 39.96 | 63% |
| Returns for 10 years | 44.78 | 71.41 | 63% |
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