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MDFSX vs RMFEX
MDFSX vs RMFEX Comparison
Open Charts MDFSX vs RMFEX
Manning & Napier Disciplined Value S
Price$7.46
Change-$0.19 (-2.48%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$54.54
Change-$1.43 (-2.55%)
VolumeN/A
CapitalizationN/A
MDFSX vs RMFEX Comparison Chart
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MDFSX vs. RMFEX commentary
Dec 19, 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 MDFSX is a Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 98.7B vs. MDFSX (185M). MDFSX pays higher dividends than RMFEX: MDFSX (2.73) vs RMFEX (1.95). MDFSX was incepted earlier than RMFEX: MDFSX (13 years) vs RMFEX (22 years). MDFSX is a more actively managed with annual turnover of: 35.00 vs. RMFEX (25.00). RMFEX has a lower initial minimum investment than MDFSX: RMFEX (250) vs MDFSX (2000). RMFEX annual gain was more profitable for investors over the last year : 12.89 vs. MDFSX (5.51). RMFEX return over 5 years is better than : 42.46 vs. MDFSX (9.72).
| MDFSX | RMFEX | MDFSX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 22 years | - |
| Gain YTD | 4.805 | 11.693 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 98.7B | 0% |
| Annual Yield % from dividends | 2.73 | 1.95 | 140% |
| Returns for 1 year | 5.51 | 12.89 | 43% |
| Returns for 3 years | -5.01 | 15.13 | -33% |
| Returns for 5 years | 9.72 | 42.46 | 23% |
| Returns for 10 years | -18.30 | 67.84 | -27% |
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