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AFAZX vs RMFEX
AFAZX vs RMFEX Comparison
Open Charts AFAZX vs RMFEX
Applied Finance Dividend Institutional
Price$11.54
Change-$0.13 (-1.11%)
VolumeN/A
Net Assets26.72M
American Funds American Mutual R4
Price$57.86
Change-$0.45 (-0.77%)
VolumeN/A
Net Assets106.6B
AFAZX vs RMFEX Comparison Chart
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AFAZX vs. RMFEX commentary
Jun 14, 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: 107B vs. AFAZX (26.7M). AFAZX pays higher dividends than RMFEX: AFAZX (2.20) vs RMFEX (1.58). 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 : 9.03 vs. AFAZX (8.43). RMFEX return over 5 years is better than : 62.32 vs. AFAZX (-0.45).
| 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 | 2.729 | 6.152 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.7M | 107B | 0% |
| Annual Yield % from dividends | 2.20 | 1.58 | 139% |
| Returns for 1 year | 8.43 | 9.03 | 93% |
| Returns for 3 years | 17.47 | 29.63 | 59% |
| Returns for 5 years | -0.45 | 62.32 | -1% |
| Returns for 10 years | -12.85 | 76.27 | -17% |
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