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ERSTX vs RMFEX
ERSTX vs RMFEX Comparison
Open Charts ERSTX vs RMFEX
Eaton Vance Large-Cap Value R
Price$24.92
Change+$0.16 (+0.65%)
VolumeN/A
Net Assets1.34B
American Funds American Mutual R4
Price$55.46
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets100.91B
ERSTX vs RMFEX Comparison Chart
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ERSTX vs. RMFEX commentary
May 09, 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: 101B vs. ERSTX (1.34B). RMFEX pays higher dividends than ERSTX: RMFEX (1.65) vs ERSTX (0.81). 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: 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 : 5.68 vs. ERSTX (-1.51). RMFEX return over 5 years is better than : 58.56 vs. ERSTX (48.90).
| 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 | -1.915 | 1.374 | -139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 101B | 1% |
| Annual Yield % from dividends | 0.81 | 1.65 | 49% |
| Returns for 1 year | -1.51 | 5.68 | -27% |
| Returns for 3 years | 11.08 | 18.38 | 60% |
| Returns for 5 years | 48.90 | 58.56 | 83% |
| Returns for 10 years | 33.97 | 66.50 | 51% |
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