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AFVLX vs RMFEX
AFVLX vs RMFEX Comparison
Open Charts AFVLX vs RMFEX
Applied Finance Select Investor
Price$21.55
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets619.87M
American Funds American Mutual R4
Price$57.70
Change-$0.05 (-0.09%)
VolumeN/A
Net Assets105.31B
AFVLX vs RMFEX Comparison Chart
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AFVLX vs. RMFEX commentary
Jun 07, 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 (620M). RMFEX pays higher dividends than AFVLX: RMFEX (1.58) vs AFVLX (0.86). AFVLX was incepted earlier than RMFEX: AFVLX (8 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 (6.99). 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 : 8.80 vs. AFVLX (-0.16). AFVLX return over 5 years is better than : 63.82 vs. RMFEX (53.30).
| AFVLX | RMFEX | AFVLX / RMFEX | |
| Total Expense Ratio | 1.00 | 0.62 | 161% |
| Annual Report Gross Expense Ratio | 1.44 | 0.62 | 232% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 0.794 | 5.559 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 620M | 105B | 1% |
| Annual Yield % from dividends | 0.86 | 1.58 | 54% |
| Returns for 1 year | -0.16 | 8.80 | -2% |
| Returns for 3 years | 17.65 | 19.58 | 90% |
| Returns for 5 years | 63.82 | 53.30 | 120% |
| Returns for 10 years | N/A | 76.28 | - |
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