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AFVZX vs RMFCX
AFVZX vs RMFCX Comparison
Open Charts AFVZX vs RMFCX
Applied Finance Select Institutional
Price$22.72
Change-$0.14 (-0.61%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R3
Price$55.64
Change-$3.00 (-5.12%)
VolumeN/A
CapitalizationN/A
AFVZX vs RMFCX Comparison Chart
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AFVZX vs. RMFCX commentary
Dec 19, 2024
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: 104B vs. AFVZX (558M). RMFCX pays higher dividends than AFVZX: RMFCX (1.69) vs AFVZX (1.02). AFVZX was incepted earlier than RMFCX: AFVZX (8 years) vs RMFCX (23 years). RMFCX is a more actively managed with annual turnover of: 25.00 vs. AFVZX (11.26). 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 : 12.63 vs. AFVZX (10.56). AFVZX return over 5 years is better than : 67.59 vs. RMFCX (40.39).
| AFVZX | RMFCX | AFVZX / RMFCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 8.917 | 11.423 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 558M | 104B | 1% |
| Annual Yield % from dividends | 1.02 | 1.69 | 60% |
| Returns for 1 year | 10.56 | 12.63 | 84% |
| Returns for 3 years | 17.33 | 14.16 | 122% |
| Returns for 5 years | 67.59 | 40.39 | 167% |
| Returns for 10 years | N/A | 61.84 | - |