Interact to see
Advertisement
Advertisement
AFVZX vs RMFCX
AFVZX vs RMFCX Comparison
Open Charts AFVZX vs RMFCX
Applied Finance Select Institutional
Price$23.19
Change+$0.15 (+0.65%)
VolumeN/A
Net Assets660.45M
American Funds American Mutual R3
Price$59.46
Change+$0.39 (+0.66%)
VolumeN/A
Net Assets109.01B
AFVZX vs RMFCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFVZX vs. RMFCX commentary
Jul 06, 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: 109B vs. AFVZX (660M). RMFCX pays higher dividends than AFVZX: RMFCX (1.27) vs AFVZX (1.07). 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 : 11.47 vs. AFVZX (7.04). AFVZX return over 5 years is better than : 88.34 vs. RMFCX (61.83).
| 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 | 7.860 | 9.596 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 660M | 109B | 1% |
| Annual Yield % from dividends | 1.07 | 1.27 | 85% |
| Returns for 1 year | 7.04 | 11.47 | 61% |
| Returns for 3 years | 38.86 | 29.27 | 133% |
| Returns for 5 years | 88.34 | 61.83 | 143% |
| Returns for 10 years | N/A | 79.21 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement