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AFAZX vs RMFEX
AFAZX vs RMFEX Comparison
Open Charts AFAZX vs RMFEX
Applied Finance Dividend Institutional
Price$10.71
Change+$0.64 (+6.36%)
VolumeN/A
Net Assets23.27M
American Funds American Mutual R4
Price$53.89
Change+$3.35 (+6.63%)
VolumeN/A
Net Assets92.19B
AFAZX vs RMFEX Comparison Chart
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AFAZX vs. RMFEX commentary
Apr 11, 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 92.2B vs. AFAZX (23.3M). AFAZX pays higher dividends than RMFEX: AFAZX (2.20) vs RMFEX (1.61). AFAZX was incepted earlier than RMFEX: AFAZX (16 years) vs RMFEX (23 years). AFAZX (1.62) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. AFAZX (7.36). RMFEX has a lower initial minimum investment than AFAZX: RMFEX (250) vs AFAZX (10000). RMFEX annual gain was more profitable for investors over the last year : -4.11 vs. AFAZX (-9.95). RMFEX return over 5 years is better than : 47.69 vs. AFAZX (-4.22).
| AFAZX | RMFEX | AFAZX / RMFEX | |
| Total Expense Ratio | 0.96 | 0.62 | 155% |
| Annual Report Gross Expense Ratio | 1.62 | 0.62 | 261% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -11.356 | -7.620 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3M | 92.2B | 0% |
| Annual Yield % from dividends | 2.20 | 1.61 | 137% |
| Returns for 1 year | -9.95 | -4.11 | 242% |
| Returns for 3 years | -10.46 | 0.28 | -3,782% |
| Returns for 5 years | -4.22 | 47.69 | -9% |
| Returns for 10 years | -23.89 | 51.93 | -46% |
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