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AFVLX vs RMFEX
AFVLX vs RMFEX Comparison
Open Charts AFVLX vs RMFEX
Applied Finance Select Investor
Price$22.22
Change-$0.35 (-1.55%)
VolumeN/A
Net Assets542.72M
American Funds American Mutual R4
Price$57.60
Change-$0.62 (-1.06%)
VolumeN/A
Net Assets105.48B
AFVLX vs RMFEX Comparison Chart
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AFVLX vs. RMFEX commentary
Feb 23, 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. AFVLX (543M). RMFEX pays higher dividends than AFVLX: RMFEX (1.95) vs AFVLX (0.77). AFVLX was incepted earlier than RMFEX: AFVLX (8 years) vs RMFEX (23 years). RMFEX is a more actively managed with annual turnover of: 25.00 vs. AFVLX (11.26). 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 : 11.37 vs. AFVLX (3.56). AFVLX return over 5 years is better than : 61.43 vs. RMFEX (43.97).
| AFVLX | RMFEX | AFVLX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 3.783 | 4.880 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 543M | 105B | 1% |
| Annual Yield % from dividends | 0.77 | 1.95 | 40% |
| Returns for 1 year | 3.56 | 11.37 | 31% |
| Returns for 3 years | 21.40 | 20.81 | 103% |
| Returns for 5 years | 61.43 | 43.97 | 140% |
| Returns for 10 years | N/A | 71.03 | - |