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AFAZX vs RMFEX
AFAZX vs RMFEX Comparison
Open Charts AFAZX vs RMFEX
Applied Finance Dividend Institutional
Price$12.05
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets26.9M
American Funds American Mutual R4
Price$60.46
Change-$0.15 (-0.25%)
VolumeN/A
Net Assets109.9B
AFAZX vs RMFEX Comparison Chart in %
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AFAZX vs. RMFEX commentary
Aug 17, 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: 110B vs. AFAZX (26.9M). AFAZX pays higher dividends than RMFEX: AFAZX (2.11) vs RMFEX (1.51). 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 : 8.10 vs. AFAZX (7.56). RMFEX return over 5 years is better than : 57.34 vs. AFAZX (-5.56).
| 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 | 6.074 | 10.922 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.9M | 110B | 0% |
| Annual Yield % from dividends | 2.11 | 1.51 | 139% |
| Returns for 1 year | 7.56 | 8.10 | 93% |
| Returns for 3 years | 11.19 | 23.84 | 47% |
| Returns for 5 years | -5.56 | 57.34 | -10% |
| Returns for 10 years | -8.05 | 86.04 | -9% |
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