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AFVZX vs RMFCX
AFVZX vs RMFCX Comparison
Open Charts AFVZX vs RMFCX
Applied Finance Select Institutional
Price$22.03
Change-$0.29 (-1.30%)
VolumeN/A
Net Assets630.52M
American Funds American Mutual R3
Price$57.52
Change-$0.44 (-0.76%)
VolumeN/A
Net Assets105.76B
AFVZX vs RMFCX Comparison Chart
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AFVZX vs. RMFCX commentary
Jun 15, 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 Hold and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 106B vs. AFVZX (631M). RMFCX pays higher dividends than AFVZX: RMFCX (1.31) vs AFVZX (1.13). 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 : 8.70 vs. AFVZX (5.19). AFVZX return over 5 years is better than : 80.32 vs. RMFCX (59.85).
| 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 | 2.465 | 6.021 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 631M | 106B | 1% |
| Annual Yield % from dividends | 1.13 | 1.31 | 86% |
| Returns for 1 year | 5.19 | 8.70 | 60% |
| Returns for 3 years | 31.76 | 28.43 | 112% |
| Returns for 5 years | 80.32 | 59.85 | 134% |
| Returns for 10 years | N/A | 69.75 | - |
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