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AFFMX vs RMAFX
AFFMX vs RMAFX Comparison Chart in %
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AFFMX vs. RMAFX 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 AFFMX is a Hold and RMAFX is a Hold.
FUNDAMENTALS
Fundamentals
AFFMX (12.2B) and RMAFX (12.2B) have equal amount of cash in the bank . AFFMX (4.62) and RMAFX (4.55) have matching dividends . AFFMX was incepted earlier than RMAFX: AFFMX (9 years) vs RMAFX (15 years). RMAFX (0.38) is less costly to investors than AFFMX (0.31). AFFMX (824.00) and RMAFX (824.00) have comparable annual turnover. RMAFX has a lower initial minimum investment than AFFMX: RMAFX (250) vs AFFMX (1000000). AFFMX (7.85) and RMAFX (7.77) have marching annual gain over last year. AFFMX return over 5 years is better than : -1.09 vs. RMAFX (-1.42).
| AFFMX | RMAFX | AFFMX / RMAFX | |
| Total Expense Ratio | 0.26 | 0.33 | 79% |
| Annual Report Gross Expense Ratio | 0.31 | 0.38 | 82% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 7.733 | 7.671 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 12.2B | 100% |
| Annual Yield % from dividends | 4.62 | 4.55 | 102% |
| Returns for 1 year | 7.85 | 7.77 | 101% |
| Returns for 3 years | 14.12 | 13.88 | 102% |
| Returns for 5 years | -1.09 | -1.42 | 77% |
| Returns for 10 years | N/A | 12.07 | - |
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