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ERSTX vs RMFEX
ERSTX vs RMFEX Comparison
Open Charts ERSTX vs RMFEX
Eaton Vance Large-Cap Value R
Price$26.21
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets1.39B
American Funds American Mutual R4
Price$58.76
Change+$0.14 (+0.24%)
VolumeN/A
Net Assets107.25B
ERSTX vs RMFEX Comparison Chart in %
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ERSTX vs. RMFEX commentary
Jun 30, 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: 107B vs. ERSTX (1.39B). RMFEX pays higher dividends than ERSTX: RMFEX (1.58) vs ERSTX (0.77). 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 : 10.28 vs. ERSTX (5.24). RMFEX return over 5 years is better than : 66.81 vs. ERSTX (59.19).
| 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 | 4.067 | 7.803 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 107B | 1% |
| Annual Yield % from dividends | 0.77 | 1.58 | 49% |
| Returns for 1 year | 5.24 | 10.28 | 51% |
| Returns for 3 years | 20.78 | 29.02 | 72% |
| Returns for 5 years | 59.19 | 66.81 | 89% |
| Returns for 10 years | 47.62 | 83.20 | 57% |
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