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AFVZX vs RMEBX
AFVZX vs RMEBX Comparison
Open Charts AFVZX vs RMEBX
Applied Finance Select Institutional
Price$23.81
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets669.63M
American Funds American Mutual R2E
Price$61.53
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets110.88B
AFVZX vs RMEBX Comparison Chart in %
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AFVZX vs. RMEBX commentary
Sep 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 AFVZX is a Buy and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 111B vs. AFVZX (670M). RMEBX (1.09) and AFVZX (1.04) have matching dividends . AFVZX was incepted earlier than RMEBX: AFVZX (9 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 (27.63). RMEBX has a lower initial minimum investment than AFVZX: RMEBX (250) vs AFVZX (10000). RMEBX (6.63) and AFVZX (6.54) have marching annual gain over last year. AFVZX return over 5 years is better than : 76.47 vs. RMEBX (57.72).
| AFVZX | RMEBX | AFVZX / RMEBX | |
| Total Expense Ratio | 0.75 | 1.07 | 70% |
| Annual Report Gross Expense Ratio | 1.13 | 1.07 | 106% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 10.744 | 12.681 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 670M | 111B | 1% |
| Annual Yield % from dividends | 1.04 | 1.09 | 96% |
| Returns for 1 year | 6.54 | 6.63 | 99% |
| Returns for 3 years | 40.20 | 33.39 | 120% |
| Returns for 5 years | 76.47 | 57.72 | 132% |
| Returns for 10 years | N/A | 94.26 | - |
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