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AFAZX vs RMFEX
AFAZX vs RMFEX Comparison
Open Charts AFAZX vs RMFEX
Applied Finance Dividend Institutional
Price$12.25
Change+$0.07 (+0.57%)
VolumeN/A
Net Assets26.43M
American Funds American Mutual R4
Price$62.03
Change+$0.33 (+0.53%)
VolumeN/A
Net Assets111.19B
AFAZX vs RMFEX Comparison Chart in %
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AFAZX vs. RMFEX commentary
Oct 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 AFAZX is a Buy and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. AFAZX (26.4M). AFAZX pays higher dividends than RMFEX: AFAZX (2.04) vs RMFEX (1.49). 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 (12.78). 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 : 6.79 vs. AFAZX (3.05). RMFEX return over 5 years is better than : 64.45 vs. AFAZX (-3.64).
| 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 | 7.218 | 14.199 | 51% |
| 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 | 111B | 0% |
| Annual Yield % from dividends | 2.04 | 1.49 | 137% |
| Returns for 1 year | 3.05 | 6.79 | 45% |
| Returns for 3 years | 30.03 | 46.10 | 65% |
| Returns for 5 years | -3.64 | 64.45 | -6% |
| Returns for 10 years | 0.11 | 107.21 | 0% |
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