Ad is loading...
AFALX vs RMFEX
AFALX vs RMFEX Comparison
Open Charts AFALX vs RMFEX
Applied Finance Dividend Investor
Price$10.47
Change+$0.16 (+1.55%)
VolumeN/A
Net Assets24.22M
American Funds American Mutual R4
Price$52.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets96.51B
AFALX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AFALX vs. RMFEX commentary
Apr 18, 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 96.5B vs. AFALX (24.2M). AFALX pays higher dividends than RMFEX: AFALX (2.16) vs RMFEX (1.61). AFALX was incepted earlier than RMFEX: AFALX (19 years) vs RMFEX (23 years). AFALX (2.04) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. AFALX (7.36). 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 : 3.95 vs. AFALX (-0.41). RMFEX return over 5 years is better than : 51.09 vs. AFALX (-1.35).
| AFALX | RMFEX | AFALX / RMFEX | |
| Total Expense Ratio | 1.21 | 0.62 | 195% |
| Annual Report Gross Expense Ratio | 2.04 | 0.62 | 329% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | -6.267 | -3.251 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2M | 96.5B | 0% |
| Annual Yield % from dividends | 2.16 | 1.61 | 134% |
| Returns for 1 year | -0.41 | 3.95 | -10% |
| Returns for 3 years | -4.95 | 6.78 | -73% |
| Returns for 5 years | -1.35 | 51.09 | -3% |
| Returns for 10 years | -22.32 | 58.82 | -38% |
View a ticker or compare two or three
VS
VS
Ad is loading...