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AFVZX vs RMEBX
AFVZX vs RMEBX Comparison
Open Charts AFVZX vs RMEBX
Applied Finance Select Institutional
Price$22.03
Change-$0.29 (-1.30%)
VolumeN/A
Net Assets630.52M
American Funds American Mutual R2E
Price$57.84
Change-$0.46 (-0.79%)
VolumeN/A
Net Assets105.76B
AFVZX vs RMEBX Comparison Chart
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AFVZX vs. RMEBX commentary
Jun 15, 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 Hold and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 106B vs. AFVZX (631M). RMEBX (1.16) and AFVZX (1.13) 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 : 8.54 vs. AFVZX (5.19). AFVZX return over 5 years is better than : 80.32 vs. RMEBX (58.69).
| 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 | 2.465 | 5.923 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 631M | 106B | 1% |
| Annual Yield % from dividends | 1.13 | 1.16 | 98% |
| Returns for 1 year | 5.19 | 8.54 | 61% |
| Returns for 3 years | 31.76 | 27.89 | 114% |
| Returns for 5 years | 80.32 | 58.69 | 137% |
| Returns for 10 years | N/A | 68.22 | - |
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