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MEPAX vs RMFEX
MEPAX vs RMFEX Comparison
Open Charts MEPAX vs RMFEX
MassMutual Disciplined Value A
Price$10.89
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets32.48M
American Funds American Mutual R4
Price$56.68
Change-$0.04 (-0.07%)
VolumeN/A
Net Assets104.52B
MEPAX vs RMFEX Comparison Chart
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MEPAX vs. RMFEX commentary
Jan 23, 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 MEPAX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. MEPAX (32.5M). 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 : 12.66 vs. MEPAX (-12.58). RMFEX return over 5 years is better than : 42.55 vs. MEPAX (-15.72).
| 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 | -12.148 | 3.205 | -379% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.5M | 105B | 0% |
| Annual Yield % from dividends | 1.91 | 1.95 | 98% |
| Returns for 1 year | -12.58 | 12.66 | -99% |
| Returns for 3 years | -18.90 | 17.39 | -109% |
| Returns for 5 years | -15.72 | 42.55 | -37% |
| Returns for 10 years | -20.08 | 71.65 | -28% |
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