Ad is loading...
AFVLX vs RMFEX
AFVLX vs RMFEX Comparison
Open Charts AFVLX vs RMFEX
Applied Finance Select Investor
Price$20.20
Change+$0.16 (+0.80%)
VolumeN/A
Net Assets560.72M
American Funds American Mutual R4
Price$54.07
Change+$0.73 (+1.37%)
VolumeN/A
Net Assets97.26B
AFVLX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AFVLX vs. RMFEX commentary
Apr 25, 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: 97.3B vs. AFVLX (561M). RMFEX pays higher dividends than AFVLX: RMFEX (1.61) vs AFVLX (0.87). 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 : 4.18 vs. AFVLX (-5.68). AFVLX return over 5 years is better than : 79.83 vs. RMFEX (56.67).
| 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 | -5.652 | -1.167 | 484% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 561M | 97.3B | 1% |
| Annual Yield % from dividends | 0.87 | 1.61 | 54% |
| Returns for 1 year | -5.68 | 4.18 | -136% |
| Returns for 3 years | 8.84 | 10.64 | 83% |
| Returns for 5 years | 79.83 | 56.67 | 141% |
| Returns for 10 years | N/A | 61.98 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...