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AFAZX vs RMFEX
AFAZX vs RMFEX Comparison
Open Charts AFAZX vs RMFEX
Applied Finance Dividend Institutional
Price$12.22
Change-$0.05 (-0.41%)
VolumeN/A
Net Assets26.85M
American Funds American Mutual R4
Price$60.85
Change+$0.06 (+0.10%)
VolumeN/A
Net Assets109.46B
AFAZX vs RMFEX Comparison Chart in %
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AFAZX vs. RMFEX commentary
Sep 09, 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 StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. AFAZX (26.8M). 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 (8.06) and AFAZX (7.67) have marching annual gain over last year. RMFEX return over 5 years is better than : 58.84 vs. AFAZX (-2.97).
| 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 | 7.570 | 11.638 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.8M | 109B | 0% |
| Annual Yield % from dividends | 2.04 | 1.49 | 137% |
| Returns for 1 year | 7.67 | 8.06 | 95% |
| Returns for 3 years | 17.40 | 33.39 | 52% |
| Returns for 5 years | -2.97 | 58.84 | -5% |
| Returns for 10 years | -2.15 | 98.59 | -2% |
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