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AFALX vs RMFEX
AFALX vs RMFEX Comparison
Open Charts AFALX vs RMFEX
Applied Finance Dividend Investor
Price$11.66
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets27.09M
American Funds American Mutual R4
Price$59.66
Change+$0.26 (+0.44%)
VolumeN/A
Net Assets108.17B
AFALX vs RMFEX Comparison Chart in %
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AFALX vs. RMFEX commentary
Jul 17, 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: 108B vs. AFALX (27.1M). AFALX pays higher dividends than RMFEX: AFALX (2.08) vs RMFEX (1.53). 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 : 8.17 vs. AFALX (4.49). RMFEX return over 5 years is better than : 59.19 vs. AFALX (-4.30).
| 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 | 4.387 | 9.454 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.1M | 108B | 0% |
| Annual Yield % from dividends | 2.08 | 1.53 | 136% |
| Returns for 1 year | 4.49 | 8.17 | 55% |
| Returns for 3 years | 18.24 | 31.60 | 58% |
| Returns for 5 years | -4.30 | 59.19 | -7% |
| Returns for 10 years | -14.13 | 82.54 | -17% |
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