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AFVLX vs RMFEX
AFVLX vs RMFEX Comparison
Open Charts AFVLX vs RMFEX
Applied Finance Select Investor
Price$21.35
Change+$0.14 (+0.66%)
VolumeN/A
Net Assets620.24M
American Funds American Mutual R4
Price$56.29
Change+$0.18 (+0.32%)
VolumeN/A
Net Assets102.3B
AFVLX vs RMFEX Comparison Chart
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AFVLX vs. RMFEX commentary
Apr 03, 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 StrongBuy and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 102B vs. AFVLX (620M). 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 : 6.88 vs. AFVLX (-5.44). AFVLX return over 5 years is better than : 113.24 vs. RMFEX (78.86).
| 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 | -1.168 | 2.891 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 620M | 102B | 1% |
| Annual Yield % from dividends | 0.87 | 1.61 | 54% |
| Returns for 1 year | -5.44 | 6.88 | -79% |
| Returns for 3 years | 11.54 | 12.57 | 92% |
| Returns for 5 years | 113.24 | 78.86 | 144% |
| Returns for 10 years | N/A | 72.06 | - |
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