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RMFEX vs SMDLX
RMFEX vs SMDLX Comparison
Open Charts RMFEX vs SMDLX
American Funds American Mutual R4
Price$54.07
Change+$0.73 (+1.37%)
VolumeN/A
Net Assets97.26B
ClearBridge Tactical Dividend Income C
Price$21.54
Change+$0.26 (+1.22%)
VolumeN/A
Net Assets336.07M
RMFEX vs SMDLX Comparison Chart
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RMFEX vs. SMDLX commentary
Apr 25, 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: 97.3B vs. SMDLX (336M). SMDLX pays higher dividends than RMFEX: SMDLX (2.74) vs RMFEX (1.61). 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). SMDLX annual gain was more profitable for investors over the last year : 4.98 vs. RMFEX (4.18). SMDLX return over 5 years is better than : 83.95 vs. RMFEX (56.67).
| 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 | -1.167 | -8.026 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.3B | 336M | 28,958% |
| Annual Yield % from dividends | 1.61 | 2.74 | 59% |
| Returns for 1 year | 4.18 | 4.98 | 84% |
| Returns for 3 years | 10.64 | 20.74 | 51% |
| Returns for 5 years | 56.67 | 83.95 | 68% |
| Returns for 10 years | 61.98 | 53.23 | 116% |
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