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AFVZX vs RMFCX
AFVZX vs RMFCX Comparison
Open Charts AFVZX vs RMFCX
Applied Finance Select Institutional
Price$20.29
Change+$0.15 (+0.74%)
VolumeN/A
Net Assets560.72M
American Funds American Mutual R3
Price$53.74
Change+$0.73 (+1.38%)
VolumeN/A
Net Assets97.26B
AFVZX vs RMFCX Comparison Chart
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AFVZX vs. RMFCX commentary
Apr 25, 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: 97.3B vs. AFVZX (561M). RMFCX pays higher dividends than AFVZX: RMFCX (1.34) vs AFVZX (1.14). 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 : 3.87 vs. AFVZX (-5.49). AFVZX return over 5 years is better than : 82.09 vs. RMFCX (54.30).
| 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 | -5.628 | -1.247 | 451% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 561M | 97.3B | 1% |
| Annual Yield % from dividends | 1.14 | 1.34 | 85% |
| Returns for 1 year | -5.49 | 3.87 | -142% |
| Returns for 3 years | 9.65 | 9.64 | 100% |
| Returns for 5 years | 82.09 | 54.30 | 151% |
| Returns for 10 years | N/A | 55.97 | - |
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