Interact to see
Advertisement
Advertisement
AFVZX vs RMEBX
AFVZX vs RMEBX Comparison
Open Charts AFVZX vs RMEBX
Applied Finance Select Institutional
Price$23.04
Change+$0.11 (+0.48%)
VolumeN/A
Net Assets654.32M
American Funds American Mutual R2E
Price$60.75
Change+$0.28 (+0.46%)
VolumeN/A
Net Assets110.54B
AFVZX vs RMEBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFVZX vs. RMEBX commentary
Jul 27, 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 AFVZX is a Buy and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 111B vs. AFVZX (654M). RMEBX (1.12) and AFVZX (1.07) have matching dividends . AFVZX was incepted earlier than RMEBX: AFVZX (8 years) vs RMEBX (11 years). AFVZX (1.13) is less costly to investors than RMEBX (1.07). RMEBX is a more actively managed with annual turnover of: 31.00 vs. AFVZX (6.99). RMEBX has a lower initial minimum investment than AFVZX: RMEBX (250) vs AFVZX (10000). RMEBX annual gain was more profitable for investors over the last year : 11.26 vs. AFVZX (5.43). AFVZX return over 5 years is better than : 81.61 vs. RMEBX (59.35).
| AFVZX | RMEBX | AFVZX / RMEBX | |
| Total Expense Ratio | 0.75 | 1.07 | 70% |
| Annual Report Gross Expense Ratio | 1.13 | 1.07 | 106% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 7.163 | 11.253 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 654M | 111B | 1% |
| Annual Yield % from dividends | 1.07 | 1.12 | 96% |
| Returns for 1 year | 5.43 | 11.26 | 48% |
| Returns for 3 years | 35.51 | 30.31 | 117% |
| Returns for 5 years | 81.61 | 59.35 | 137% |
| Returns for 10 years | N/A | 80.17 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement