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AFVLX vs RMFEX
AFVLX vs RMFEX Comparison
Open Charts AFVLX vs RMFEX
Applied Finance Select Investor
Price$23.71
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets669.63M
American Funds American Mutual R4
Price$61.47
Change-$0.15 (-0.24%)
VolumeN/A
Net Assets110.88B
AFVLX vs RMFEX Comparison Chart in %
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AFVLX vs. RMFEX commentary
Sep 18, 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: 111B vs. AFVLX (670M). RMFEX pays higher dividends than AFVLX: RMFEX (1.49) vs AFVLX (0.79). 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 : 7.44 vs. AFVLX (6.01). AFVLX return over 5 years is better than : 76.19 vs. RMFEX (62.65).
| 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 | 10.556 | 13.168 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 670M | 111B | 1% |
| Annual Yield % from dividends | 0.79 | 1.49 | 53% |
| Returns for 1 year | 6.01 | 7.44 | 81% |
| Returns for 3 years | 39.09 | 35.34 | 111% |
| Returns for 5 years | 76.19 | 62.65 | 122% |
| Returns for 10 years | N/A | 104.13 | - |
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