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MEPAX vs RMFCX
MEPAX vs RMFCX Comparison
Open Charts MEPAX vs RMFCX
MassMutual Disciplined Value A
Price$12.48
Change+$0.12 (+0.97%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R3
Price$54.73
Change+$0.55 (+1.02%)
VolumeN/A
CapitalizationN/A
MEPAX vs RMFCX Comparison Chart
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MEPAX vs. RMFCX commentary
Dec 23, 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 MEPAX is a Hold and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 102B vs. MEPAX (33.1M). MEPAX pays higher dividends than RMFCX: MEPAX (1.91) vs RMFCX (1.69). MEPAX was incepted earlier than RMFCX: MEPAX (20 years) vs RMFCX (23 years). MEPAX is a more actively managed with annual turnover of: 70.00 vs. RMFCX (25.00). RMFCX has a lower initial minimum investment than MEPAX: RMFCX (250) vs MEPAX (1000). RMFCX annual gain was more profitable for investors over the last year : 11.11 vs. MEPAX (0.87). RMFCX return over 5 years is better than : 37.80 vs. MEPAX (-4.38).
| MEPAX | RMFCX | MEPAX / RMFCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 0.068 | 9.921 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.1M | 102B | 0% |
| Annual Yield % from dividends | 1.91 | 1.69 | 113% |
| Returns for 1 year | 0.87 | 11.11 | 8% |
| Returns for 3 years | -9.08 | 12.38 | -73% |
| Returns for 5 years | -4.38 | 37.80 | -12% |
| Returns for 10 years | -10.52 | 59.36 | -18% |