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AFALX vs RMFEX
AFALX vs RMFEX Comparison
Open Charts AFALX vs RMFEX
Applied Finance Dividend Investor
Price$11.21
Change-$0.05 (-0.44%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$55.20
Change-$0.07 (-0.13%)
VolumeN/A
CapitalizationN/A
AFALX vs RMFEX Comparison Chart
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AFALX vs. RMFEX commentary
Jan 07, 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: 102B vs. AFALX (26.6M). 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 : 10.89 vs. AFALX (10.08). RMFEX return over 5 years is better than : 40.01 vs. AFALX (-17.36).
| 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 | 0.510 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.6M | 102B | 0% |
| Annual Yield % from dividends | 2.41 | 1.95 | 124% |
| Returns for 1 year | 10.08 | 10.89 | 93% |
| Returns for 3 years | -1.54 | 10.64 | -14% |
| Returns for 5 years | -17.36 | 40.01 | -43% |
| Returns for 10 years | -13.90 | 68.31 | -20% |
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