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AFAZX vs RMFEX
AFAZX vs RMFEX Comparison
Open Charts AFAZX vs RMFEX
Applied Finance Dividend Institutional
Price$12.11
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets25.98M
American Funds American Mutual R4
Price$61.33
Change-$0.21 (-0.34%)
VolumeN/A
Net Assets110.19B
AFAZX vs RMFEX Comparison Chart in %
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AFAZX vs. RMFEX commentary
Nov 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 Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 110B vs. AFAZX (26M). AFAZX pays higher dividends than RMFEX: AFAZX (2.08) vs RMFEX (1.46). AFAZX was incepted earlier than RMFEX: AFAZX (16 years) vs RMFEX (23 years). AFAZX (1.59) 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 : 5.93 vs. AFAZX (0.55). RMFEX return over 5 years is better than : 54.19 vs. AFAZX (-12.15).
| AFAZX | RMFEX | AFAZX / RMFEX | |
| Total Expense Ratio | 0.95 | 0.62 | 153% |
| Annual Report Gross Expense Ratio | 1.59 | 0.62 | 256% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 6.602 | 12.910 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26M | 110B | 0% |
| Annual Yield % from dividends | 2.08 | 1.46 | 142% |
| Returns for 1 year | 0.55 | 5.93 | 9% |
| Returns for 3 years | 12.71 | 28.94 | 44% |
| Returns for 5 years | -12.15 | 54.19 | -22% |
| Returns for 10 years | -6.19 | 91.83 | -7% |
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