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AFALX vs RMFEX
AFALX vs RMFEX Comparison
Open Charts AFALX vs RMFEX
Applied Finance Dividend Investor
Price$11.62
Change-$0.04 (-0.34%)
VolumeN/A
Net Assets26.52M
American Funds American Mutual R4
Price$59.73
Change-$0.05 (-0.08%)
VolumeN/A
Net Assets108.54B
AFALX vs RMFEX Comparison Chart in %
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AFALX vs. RMFEX commentary
Aug 08, 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: 109B vs. AFALX (26.5M). AFALX pays higher dividends than RMFEX: AFALX (2.07) vs RMFEX (1.51). 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 : 11.42 vs. AFALX (9.51). RMFEX return over 5 years is better than : 56.63 vs. AFALX (-7.91).
| 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 | 4.029 | 9.583 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.5M | 109B | 0% |
| Annual Yield % from dividends | 2.07 | 1.51 | 137% |
| Returns for 1 year | 9.51 | 11.42 | 83% |
| Returns for 3 years | 13.20 | 26.71 | 49% |
| Returns for 5 years | -7.91 | 56.63 | -14% |
| Returns for 10 years | -13.55 | 83.15 | -16% |
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