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ERSTX vs RMFEX
ERSTX vs RMFEX Comparison
Open Charts ERSTX vs RMFEX
Eaton Vance Large-Cap Value R
Price$25.92
Change-$0.15 (-0.58%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$55.97
Change-$3.05 (-5.17%)
VolumeN/A
CapitalizationN/A
ERSTX vs RMFEX Comparison Chart
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ERSTX vs. RMFEX commentary
Dec 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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 104B vs. ERSTX (1.57B). 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). RMFEX (12.89) and ERSTX (12.41) have marching annual gain over last year. RMFEX return over 5 years is better than : 42.46 vs. ERSTX (27.28).
| 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 | 10.554 | 11.693 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 104B | 2% |
| Annual Yield % from dividends | 0.62 | 1.95 | 32% |
| Returns for 1 year | 12.41 | 12.89 | 96% |
| Returns for 3 years | 12.44 | 15.13 | 82% |
| Returns for 5 years | 27.28 | 42.46 | 64% |
| Returns for 10 years | 42.60 | 67.84 | 63% |
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