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MDFSX vs RMFEX
MDFSX vs RMFEX Comparison
Open Charts MDFSX vs RMFEX
Manning & Napier Disciplined Value S
Price$8.60
Change-$0.03 (-0.35%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$58.58
Change-$0.51 (-0.86%)
VolumeN/A
CapitalizationN/A
MDFSX vs RMFEX Comparison Chart
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MDFSX vs. RMFEX commentary
Nov 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 MDFSX is a Buy and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 104B vs. MDFSX (196M). 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 : 21.67 vs. MDFSX (19.45). RMFEX return over 5 years is better than : 47.96 vs. MDFSX (20.35).
| 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 | 16.344 | 16.733 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196M | 104B | 0% |
| Annual Yield % from dividends | 2.73 | 1.95 | 140% |
| Returns for 1 year | 19.45 | 21.67 | 90% |
| Returns for 3 years | -1.61 | 16.52 | -10% |
| Returns for 5 years | 20.35 | 47.96 | 42% |
| Returns for 10 years | -15.40 | 71.19 | -22% |