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RMFEX vs SMDLX
RMFEX vs SMDLX Comparison
Open Charts RMFEX vs SMDLX
American Funds American Mutual R4
Price$58.02
Change+$0.32 (+0.55%)
VolumeN/A
Net Assets105.22B
ClearBridge Tactical Dividend Income C
Price$22.35
Change+$0.19 (+0.86%)
VolumeN/A
Net Assets347.36M
RMFEX vs SMDLX Comparison Chart
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RMFEX vs. SMDLX commentary
Jun 07, 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 RMFEX is a Buy and SMDLX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. SMDLX (347M). SMDLX pays higher dividends than RMFEX: SMDLX (2.80) vs RMFEX (1.58). RMFEX was incepted earlier than SMDLX: RMFEX (23 years) vs SMDLX (25 years). SMDLX (2.15) is less costly to investors than RMFEX (0.62). SMDLX is a more actively managed with annual turnover of: 59.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than SMDLX: RMFEX (250) vs SMDLX (1000). RMFEX annual gain was more profitable for investors over the last year : 9.37 vs. SMDLX (5.77). SMDLX return over 5 years is better than : 68.08 vs. RMFEX (54.01).
| RMFEX | SMDLX | RMFEX / SMDLX | |
| Total Expense Ratio | 0.62 | 2.15 | 29% |
| Annual Report Gross Expense Ratio | 0.62 | 2.15 | 29% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 6.053 | -4.223 | -143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105B | 347M | 30,259% |
| Annual Yield % from dividends | 1.58 | 2.80 | 56% |
| Returns for 1 year | 9.37 | 5.77 | 162% |
| Returns for 3 years | 18.90 | 24.26 | 78% |
| Returns for 5 years | 54.01 | 68.08 | 79% |
| Returns for 10 years | 77.06 | 64.43 | 120% |
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