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RMFEX vs SMDLX
RMFEX vs SMDLX Comparison
Open Charts RMFEX vs SMDLX
American Funds American Mutual R4
Price$56.29
Change+$0.18 (+0.32%)
VolumeN/A
Net Assets102.3B
ClearBridge Tactical Dividend Income C
Price$22.67
Change+$0.13 (+0.58%)
VolumeN/A
Net Assets359.2M
RMFEX vs SMDLX Comparison Chart
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RMFEX vs. SMDLX commentary
Apr 04, 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 StrongBuy and SMDLX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 102B vs. SMDLX (359M). 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 : 9.21 vs. RMFEX (6.88). SMDLX return over 5 years is better than : 123.45 vs. RMFEX (78.86).
| 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 | 2.891 | -2.581 | -112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102B | 359M | 28,412% |
| Annual Yield % from dividends | 1.61 | 2.74 | 59% |
| Returns for 1 year | 6.88 | 9.21 | 75% |
| Returns for 3 years | 12.57 | 22.45 | 56% |
| Returns for 5 years | 78.86 | 123.45 | 64% |
| Returns for 10 years | 72.06 | 64.97 | 111% |
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