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AFVLX vs RMFEX
AFVLX vs RMFEX Comparison
Open Charts AFVLX vs RMFEX
Applied Finance Select Investor
Price$22.58
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets645.32M
American Funds American Mutual R4
Price$59.66
Change+$0.26 (+0.44%)
VolumeN/A
Net Assets108.17B
AFVLX vs RMFEX Comparison Chart in %
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AFVLX vs. RMFEX commentary
Jul 17, 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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 108B vs. AFVLX (645M). RMFEX pays higher dividends than AFVLX: RMFEX (1.53) vs AFVLX (0.82). 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 : 8.17 vs. AFVLX (0.24). AFVLX return over 5 years is better than : 75.55 vs. RMFEX (59.19).
| 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 | 5.465 | 9.454 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 645M | 108B | 1% |
| Annual Yield % from dividends | 0.82 | 1.53 | 53% |
| Returns for 1 year | 0.24 | 8.17 | 3% |
| Returns for 3 years | 34.47 | 31.60 | 109% |
| Returns for 5 years | 75.55 | 59.19 | 128% |
| Returns for 10 years | N/A | 82.54 | - |
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