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AFALX vs RMFEX
AFALX vs RMFEX Comparison
Open Charts AFALX vs RMFEX
Applied Finance Dividend Investor
Price$12.11
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets27.21M
American Funds American Mutual R4
Price$60.84
Change-$0.13 (-0.21%)
VolumeN/A
Net Assets108.91B
AFALX vs RMFEX Comparison Chart in %
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AFALX vs. RMFEX commentary
Sep 01, 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 StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. AFALX (27.2M). AFALX pays higher dividends than RMFEX: AFALX (2.00) vs RMFEX (1.49). 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 (12.78). 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 : 6.92 vs. AFALX (6.28). RMFEX return over 5 years is better than : 56.29 vs. AFALX (-6.49).
| 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 | 8.415 | 11.619 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.2M | 109B | 0% |
| Annual Yield % from dividends | 2.00 | 1.49 | 134% |
| Returns for 1 year | 6.28 | 6.92 | 91% |
| Returns for 3 years | 20.28 | 31.57 | 64% |
| Returns for 5 years | -6.49 | 56.29 | -12% |
| Returns for 10 years | -1.07 | 103.72 | -1% |
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