RMFCX has more cash in the bank: 118B vs. SJVAX (153M). RMFCX pays higher dividends than SJVAX: RMFCX (1.15) vs SJVAX (0.68). RMFCX was incepted earlier than SJVAX: RMFCX (24 years) vs SJVAX (5 years). SJVAX (1.27) is less costly to investors than RMFCX (0.91). SJVAX is a more actively managed with annual turnover of: 133.00 vs. RMFCX (30.00). RMFCX has a lower initial minimum investment than SJVAX: RMFCX (250) vs SJVAX (1000). SJVAX annual gain was more profitable for investors over the last year : 21.17 vs. RMFCX (9.09).

	RMFCX	SJVAX	RMFCX / SJVAX
Total Expense Ratio	0.91	1.00	91%
Annual Report Gross Expense Ratio	0.91	1.27	72%
Fund Existence	24 years	5 years	-
Gain YTD	9.496	17.451	54%
Front Load	N/A	6%	-
Min. Initial Investment	250	1000	25%
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	118B	153M	77,124%
Annual Yield % from dividends	1.15	0.68	169%
Returns for 1 year	9.09	21.17	43%
Returns for 3 years	33.16	49.24	67%
Returns for 5 years	37.08	N/A	-
Returns for 10 years	92.36	N/A	-

View a ticker or compare two or three

Ask AI

Compare

Interact to see
Advertisement

Interesting Tickers

MFs / NAME	Price $	Chg $	Chg %
		1 Day
CIPIX	21.48	0.18	+0.85%
Champlain Mid Cap Institutional
JUEAX	27.69	0.19	+0.69%
JPMorgan US Equity A
LRSOX	24.26	0.11	+0.46%
Lord Abbett Small Cap Value F3
OARDX	28.57	0.12	+0.42%
Invesco Rising Dividends A
SQBFX	16.29	-0.01	-0.06%
X-Square Balanced Fund, LLC A