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AFAZX vs RMFEX
AFAZX vs RMFEX Comparison
Open Charts AFAZX vs RMFEX
Applied Finance Dividend Institutional
Price$11.30
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets25.86M
American Funds American Mutual R4
Price$56.25
Change-$0.12 (-0.21%)
VolumeN/A
Net Assets102.7B
AFAZX vs RMFEX Comparison Chart
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AFAZX vs. RMFEX commentary
May 25, 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: 103B vs. AFAZX (25.9M). AFAZX pays higher dividends than RMFEX: AFAZX (2.27) vs RMFEX (1.65). 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 : 6.45 vs. AFAZX (4.24). RMFEX return over 5 years is better than : 61.32 vs. AFAZX (1.05).
| 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 | -0.528 | 2.818 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.9M | 103B | 0% |
| Annual Yield % from dividends | 2.27 | 1.65 | 138% |
| Returns for 1 year | 4.24 | 6.45 | 66% |
| Returns for 3 years | 7.88 | 18.82 | 42% |
| Returns for 5 years | 1.05 | 61.32 | 2% |
| Returns for 10 years | -15.34 | 69.37 | -22% |
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