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AFAZX vs RMFCX
AFAZX vs RMFCX Comparison
Open Charts AFAZX vs RMFCX
Applied Finance Dividend Institutional
Price$11.74
Change-$0.32 (-2.65%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R3
Price$54.22
Change-$1.42 (-2.55%)
VolumeN/A
CapitalizationN/A
AFAZX vs RMFCX Comparison Chart
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AFAZX vs. RMFCX commentary
Dec 19, 2024
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 AFAZX is a Hold and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 98.7B vs. AFAZX (27M). AFAZX pays higher dividends than RMFCX: AFAZX (2.54) vs RMFCX (1.69). AFAZX was incepted earlier than RMFCX: AFAZX (15 years) vs RMFCX (23 years). RMFCX is a more actively managed with annual turnover of: 25.00 vs. AFAZX (14.85). RMFCX has a lower initial minimum investment than AFAZX: RMFCX (250) vs AFAZX (10000). AFAZX annual gain was more profitable for investors over the last year : 15.96 vs. RMFCX (12.63). RMFCX return over 5 years is better than : 40.39 vs. AFAZX (-17.00).
| AFAZX | RMFCX | AFAZX / RMFCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 14.205 | 11.423 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27M | 98.7B | 0% |
| Annual Yield % from dividends | 2.54 | 1.69 | 150% |
| Returns for 1 year | 15.96 | 12.63 | 126% |
| Returns for 3 years | 7.28 | 14.16 | 51% |
| Returns for 5 years | -17.00 | 40.39 | -42% |
| Returns for 10 years | -9.16 | 61.84 | -15% |