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AFVZX vs RMFCX
AFVZX vs RMFCX Comparison
Open Charts AFVZX vs RMFCX
Applied Finance Select Institutional
Price$21.55
Change-$0.39 (-1.78%)
VolumeN/A
Net Assets606.68M
American Funds American Mutual R3
Price$56.15
Change-$0.84 (-1.47%)
VolumeN/A
Net Assets104.75B
AFVZX vs RMFCX Comparison Chart
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AFVZX vs. RMFCX commentary
May 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 RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 105B vs. AFVZX (607M). RMFCX pays higher dividends than AFVZX: RMFCX (1.37) vs AFVZX (1.18). AFVZX was incepted earlier than RMFCX: AFVZX (8 years) vs RMFCX (23 years). AFVZX (1.13) is less costly to investors than RMFCX (0.91). RMFCX is a more actively managed with annual turnover of: 31.00 vs. AFVZX (6.99). RMFCX has a lower initial minimum investment than AFVZX: RMFCX (250) vs AFVZX (10000). RMFCX annual gain was more profitable for investors over the last year : 5.25 vs. AFVZX (0.35). AFVZX return over 5 years is better than : 84.36 vs. RMFCX (59.57).
| AFVZX | RMFCX | AFVZX / RMFCX | |
| Total Expense Ratio | 0.75 | 0.91 | 82% |
| Annual Report Gross Expense Ratio | 1.13 | 0.91 | 124% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 2.047 | 3.181 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 607M | 105B | 1% |
| Annual Yield % from dividends | 1.18 | 1.37 | 86% |
| Returns for 1 year | 0.35 | 5.25 | 7% |
| Returns for 3 years | 26.57 | 20.45 | 130% |
| Returns for 5 years | 84.36 | 59.57 | 142% |
| Returns for 10 years | N/A | 62.18 | - |
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