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ERSTX vs RMFEX
ERSTX vs RMFEX Comparison
Open Charts ERSTX vs RMFEX
Eaton Vance Large-Cap Value R
Price$24.11
Change+$1.52 (+6.73%)
VolumeN/A
Net Assets1.42B
American Funds American Mutual R4
Price$53.89
Change+$3.35 (+6.63%)
VolumeN/A
Net Assets98.3B
ERSTX vs RMFEX Comparison Chart
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ERSTX vs. RMFEX 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 98.3B vs. ERSTX (1.42B). RMFEX pays higher dividends than ERSTX: RMFEX (1.61) vs ERSTX (0.77). ERSTX was incepted earlier than RMFEX: ERSTX (21 years) vs RMFEX (23 years). ERSTX (1.28) is less costly to investors than RMFEX (0.62). ERSTX is a more actively managed with annual turnover of: 68.00 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 : -4.11 vs. ERSTX (-10.00). RMFEX return over 5 years is better than : 47.69 vs. ERSTX (38.04).
| ERSTX | RMFEX | ERSTX / RMFEX | |
| Total Expense Ratio | 1.28 | 0.62 | 206% |
| Annual Report Gross Expense Ratio | 1.28 | 0.62 | 206% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -10.511 | -7.620 | 138% |
| 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 | 1.61 | 48% |
| Returns for 1 year | -10.00 | -4.11 | 243% |
| Returns for 3 years | -7.51 | 0.28 | -2,716% |
| Returns for 5 years | 38.04 | 47.69 | 80% |
| Returns for 10 years | 21.66 | 51.93 | 42% |