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AFALX vs RMFEX
AFALX vs RMFEX Comparison
Open Charts AFALX vs RMFEX
Applied Finance Dividend Investor
Price$11.26
Change-$0.26 (-2.26%)
VolumeN/A
Net Assets27.12M
American Funds American Mutual R4
Price$56.61
Change-$0.89 (-1.55%)
VolumeN/A
Net Assets105.15B
AFALX vs RMFEX Comparison Chart
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AFALX vs. RMFEX commentary
Mar 05, 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 AFALX is a Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. AFALX (27.1M). AFALX pays higher dividends than RMFEX: AFALX (2.41) vs RMFEX (1.95). AFALX was incepted earlier than RMFEX: AFALX (19 years) vs RMFEX (23 years). RMFEX is a more actively managed with annual turnover of: 25.00 vs. AFALX (14.85). RMFEX has a lower initial minimum investment than AFALX: RMFEX (250) vs AFALX (1000). RMFEX annual gain was more profitable for investors over the last year : 8.59 vs. AFALX (4.48). RMFEX return over 5 years is better than : 52.93 vs. AFALX (-6.30).
| AFALX | RMFEX | AFALX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 0.806 | 3.077 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.1M | 105B | 0% |
| Annual Yield % from dividends | 2.41 | 1.95 | 124% |
| Returns for 1 year | 4.48 | 8.59 | 52% |
| Returns for 3 years | 3.82 | 15.95 | 24% |
| Returns for 5 years | -6.30 | 52.93 | -12% |
| Returns for 10 years | -15.14 | 72.51 | -21% |