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AFVZX vs RMEBX
AFVZX vs RMEBX Comparison
Open Charts AFVZX vs RMEBX
Applied Finance Select Institutional
Price$22.31
Change-$0.36 (-1.59%)
VolumeN/A
Net Assets542.72M
American Funds American Mutual R2E
Price$57.54
Change-$0.62 (-1.07%)
VolumeN/A
Net Assets105.48B
AFVZX vs RMEBX Comparison Chart
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AFVZX vs. RMEBX commentary
Feb 23, 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: 105B vs. AFVZX (543M). RMEBX pays higher dividends than AFVZX: RMEBX (1.54) vs AFVZX (1.02). AFVZX was incepted earlier than RMEBX: AFVZX (8 years) vs RMEBX (10 years). RMEBX is a more actively managed with annual turnover of: 25.00 vs. AFVZX (11.26). 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 : 10.88 vs. AFVZX (3.83). AFVZX return over 5 years is better than : 63.38 vs. RMEBX (40.75).
| AFVZX | RMEBX | AFVZX / RMEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 3.767 | 4.809 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 543M | 105B | 1% |
| Annual Yield % from dividends | 1.02 | 1.54 | 66% |
| Returns for 1 year | 3.83 | 10.88 | 35% |
| Returns for 3 years | 22.31 | 19.18 | 116% |
| Returns for 5 years | 63.38 | 40.75 | 156% |
| Returns for 10 years | N/A | 63.29 | - |