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AFAZX vs RMFCX
AFAZX vs RMFCX Comparison
Open Charts AFAZX vs RMFCX
Applied Finance Dividend Institutional
Price$11.55
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets26.41M
American Funds American Mutual R3
Price$57.25
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets105.21B
AFAZX vs RMFCX Comparison Chart in %
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AFAZX vs. RMFCX commentary
Jun 20, 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 AFAZX is a Buy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 105B vs. AFAZX (26.4M). AFAZX pays higher dividends than RMFCX: AFAZX (2.20) vs RMFCX (1.31). AFAZX was incepted earlier than RMFCX: AFAZX (16 years) vs RMFCX (23 years). AFAZX (1.62) is less costly to investors than RMFCX (0.91). RMFCX is a more actively managed with annual turnover of: 31.00 vs. AFAZX (7.36). RMFCX has a lower initial minimum investment than AFAZX: RMFCX (250) vs AFAZX (10000). RMFCX annual gain was more profitable for investors over the last year : 7.35 vs. AFAZX (6.45). RMFCX return over 5 years is better than : 56.92 vs. AFAZX (-2.77).
| AFAZX | RMFCX | AFAZX / RMFCX | |
| Total Expense Ratio | 0.96 | 0.91 | 105% |
| Annual Report Gross Expense Ratio | 1.62 | 0.91 | 178% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 1.673 | 5.523 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.4M | 105B | 0% |
| Annual Yield % from dividends | 2.20 | 1.31 | 167% |
| Returns for 1 year | 6.45 | 7.35 | 88% |
| Returns for 3 years | 19.16 | 30.54 | 63% |
| Returns for 5 years | -2.77 | 56.92 | -5% |
| Returns for 10 years | -14.55 | 68.50 | -21% |
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