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AFVLX vs RMFEX
AFVLX vs RMFEX Comparison
Open Charts AFVLX vs RMFEX
Applied Finance Select Investor
Price$23.98
Change-$0.22 (-0.91%)
VolumeN/A
Net Assets674.35M
American Funds American Mutual R4
Price$62.48
Change-$0.10 (-0.16%)
VolumeN/A
Net Assets112.6B
AFVLX vs RMFEX Comparison Chart in %
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AFVLX vs. RMFEX commentary
Oct 08, 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 RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 113B vs. AFVLX (674M). RMFEX pays higher dividends than AFVLX: RMFEX (1.46) vs AFVLX (0.77). AFVLX was incepted earlier than RMFEX: AFVLX (9 years) vs RMFEX (23 years). AFVLX (1.44) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. AFVLX (27.63). RMFEX has a lower initial minimum investment than AFVLX: RMFEX (250) vs AFVLX (1000). RMFEX annual gain was more profitable for investors over the last year : 8.45 vs. AFVLX (6.50). AFVLX return over 5 years is better than : 71.56 vs. RMFEX (61.73).
| AFVLX | RMFEX | AFVLX / RMFEX | |
| Total Expense Ratio | 1.00 | 0.62 | 161% |
| Annual Report Gross Expense Ratio | 1.44 | 0.62 | 232% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 12.004 | 15.028 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 674M | 113B | 1% |
| Annual Yield % from dividends | 0.77 | 1.46 | 53% |
| Returns for 1 year | 6.50 | 8.45 | 77% |
| Returns for 3 years | 47.73 | 44.96 | 106% |
| Returns for 5 years | 71.56 | 61.73 | 116% |
| Returns for 10 years | N/A | 101.65 | - |
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