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MEPAX vs RMFEX
MEPAX vs RMFEX Comparison
Open Charts MEPAX vs RMFEX
MassMutual Disciplined Value A
Price$12.48
Change+$0.12 (+0.97%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$55.06
Change+$0.56 (+1.03%)
VolumeN/A
CapitalizationN/A
MEPAX vs RMFEX Comparison Chart
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MEPAX vs. RMFEX 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 102B vs. MEPAX (33.1M). RMFEX (1.95) and MEPAX (1.91) have matching dividends . MEPAX was incepted earlier than RMFEX: MEPAX (20 years) vs RMFEX (23 years). MEPAX is a more actively managed with annual turnover of: 70.00 vs. RMFEX (25.00). RMFEX has a lower initial minimum investment than MEPAX: RMFEX (250) vs MEPAX (1000). RMFEX annual gain was more profitable for investors over the last year : 11.46 vs. MEPAX (0.87). RMFEX return over 5 years is better than : 39.98 vs. MEPAX (-4.38).
| MEPAX | RMFEX | MEPAX / RMFEX | |
| 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 | 10.279 | 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 | 1.95 | 98% |
| Returns for 1 year | 0.87 | 11.46 | 8% |
| Returns for 3 years | -9.08 | 13.43 | -68% |
| Returns for 5 years | -4.38 | 39.98 | -11% |
| Returns for 10 years | -10.52 | 65.36 | -16% |
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