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AFAZX vs RMFEX
AFAZX vs RMFEX Comparison
Open Charts AFAZX vs RMFEX
Applied Finance Dividend Institutional
Price$11.75
Change-$0.11 (-0.93%)
VolumeN/A
Net Assets27.13M
American Funds American Mutual R4
Price$57.60
Change-$0.62 (-1.06%)
VolumeN/A
Net Assets105.48B
AFAZX vs RMFEX Comparison Chart
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AFAZX vs. RMFEX commentary
Feb 23, 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: 105B vs. AFAZX (27.1M). AFAZX pays higher dividends than RMFEX: AFAZX (2.54) vs RMFEX (1.95). AFAZX was incepted earlier than RMFEX: AFAZX (15 years) vs RMFEX (23 years). RMFEX is a more actively managed with annual turnover of: 25.00 vs. AFAZX (14.85). 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 : 11.37 vs. AFAZX (8.58). RMFEX return over 5 years is better than : 43.97 vs. AFAZX (-13.21).
| AFAZX | RMFEX | AFAZX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 3.433 | 4.880 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.1M | 105B | 0% |
| Annual Yield % from dividends | 2.54 | 1.95 | 131% |
| Returns for 1 year | 8.58 | 11.37 | 75% |
| Returns for 3 years | 8.80 | 20.81 | 42% |
| Returns for 5 years | -13.21 | 43.97 | -30% |
| Returns for 10 years | -11.85 | 71.03 | -17% |