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AFVLX vs RMEBX
AFVLX vs RMEBX Comparison
Open Charts AFVLX vs RMEBX
Applied Finance Select Investor
Price$21.35
Change+$0.14 (+0.66%)
VolumeN/A
Net Assets620.24M
American Funds American Mutual R2E
Price$56.27
Change+$0.18 (+0.32%)
VolumeN/A
Net Assets102.3B
AFVLX vs RMEBX Comparison Chart
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AFVLX vs. RMEBX commentary
Apr 03, 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 AFVLX is a StrongBuy and RMEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 102B vs. AFVLX (620M). RMEBX pays higher dividends than AFVLX: RMEBX (1.18) vs AFVLX (0.87). AFVLX was incepted earlier than RMEBX: AFVLX (8 years) vs RMEBX (11 years). AFVLX (1.44) is less costly to investors than RMEBX (1.07). RMEBX is a more actively managed with annual turnover of: 31.00 vs. AFVLX (6.99). RMEBX has a lower initial minimum investment than AFVLX: RMEBX (250) vs AFVLX (1000). RMEBX annual gain was more profitable for investors over the last year : 6.41 vs. AFVLX (-5.44). AFVLX return over 5 years is better than : 113.24 vs. RMEBX (74.87).
| AFVLX | RMEBX | AFVLX / RMEBX | |
| Total Expense Ratio | 1.00 | 1.07 | 93% |
| Annual Report Gross Expense Ratio | 1.44 | 1.07 | 135% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | -1.168 | 2.774 | -42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 620M | 102B | 1% |
| Annual Yield % from dividends | 0.87 | 1.18 | 74% |
| Returns for 1 year | -5.44 | 6.41 | -85% |
| Returns for 3 years | 11.54 | 11.06 | 104% |
| Returns for 5 years | 113.24 | 74.87 | 151% |
| Returns for 10 years | N/A | 64.23 | - |
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