Ad is loading...
AFVZX vs RMEBX
AFVZX vs RMEBX Comparison
Open Charts AFVZX vs RMEBX
Applied Finance Select Institutional
Price$20.31
Change-$1.14 (-5.31%)
VolumeN/A
Net Assets625.21M
American Funds American Mutual R2E
Price$54.45
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
AFVZX vs RMEBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AFVZX vs. RMEBX commentary
Apr 05, 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 StrongBuy and RMEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 103B vs. AFVZX (625M). RMEBX (1.18) and AFVZX (1.14) 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 : 6.63 vs. AFVZX (-3.38). AFVZX return over 5 years is better than : 121.69 vs. RMEBX (74.87).
| 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 | -0.233 | 2.774 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 625M | 103B | 1% |
| Annual Yield % from dividends | 1.14 | 1.18 | 97% |
| Returns for 1 year | -3.38 | 6.63 | -51% |
| Returns for 3 years | 13.00 | 11.00 | 118% |
| Returns for 5 years | 121.69 | 74.87 | 163% |
| Returns for 10 years | N/A | 63.22 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...