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AFAZX vs RMFEX
AFAZX vs RMFEX Comparison
Open Charts AFAZX vs RMFEX
Applied Finance Dividend Institutional
Price$11.74
Change-$0.32 (-2.65%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$54.54
Change-$1.43 (-2.55%)
VolumeN/A
CapitalizationN/A
AFAZX vs RMFEX Comparison Chart
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AFAZX vs. RMFEX commentary
Dec 19, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 98.7B vs. AFAZX (27M). AFAZX pays higher dividends than RMFEX: AFAZX (2.54) vs RMFEX (1.95). AFAZX was incepted earlier than RMFEX: AFAZX (15 years) vs RMFEX (22 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). AFAZX annual gain was more profitable for investors over the last year : 15.96 vs. RMFEX (12.89). RMFEX return over 5 years is better than : 42.46 vs. AFAZX (-17.00).
| AFAZX | RMFEX | AFAZX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 22 years | - |
| Gain YTD | 14.205 | 11.693 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27M | 98.7B | 0% |
| Annual Yield % from dividends | 2.54 | 1.95 | 131% |
| Returns for 1 year | 15.96 | 12.89 | 124% |
| Returns for 3 years | 7.28 | 15.13 | 48% |
| Returns for 5 years | -17.00 | 42.46 | -40% |
| Returns for 10 years | -9.16 | 67.84 | -13% |
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