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RMFEX vs SMDLX
RMFEX vs SMDLX Comparison
Open Charts RMFEX vs SMDLX
American Funds American Mutual R4
Price$57.41
Change+$0.39 (+0.68%)
VolumeN/A
Net Assets104.76B
ClearBridge Tactical Dividend Income C
Price$23.97
Change+$0.19 (+0.80%)
VolumeN/A
Net Assets381.05M
RMFEX vs SMDLX Comparison Chart
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RMFEX vs. SMDLX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. SMDLX (381M). SMDLX pays higher dividends than RMFEX: SMDLX (2.98) vs RMFEX (1.95). RMFEX was incepted earlier than SMDLX: RMFEX (23 years) vs SMDLX (24 years). SMDLX is a more actively managed with annual turnover of: 57.00 vs. RMFEX (25.00). 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 : 21.05 vs. RMFEX (14.15). SMDLX return over 5 years is better than : 58.91 vs. RMFEX (47.35).
| RMFEX | SMDLX | RMFEX / SMDLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 4.534 | 2.104 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105B | 381M | 27,559% |
| Annual Yield % from dividends | 1.95 | 2.98 | 65% |
| Returns for 1 year | 14.15 | 21.05 | 67% |
| Returns for 3 years | 17.09 | 30.65 | 56% |
| Returns for 5 years | 47.35 | 58.91 | 80% |
| Returns for 10 years | 76.58 | 72.27 | 106% |
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