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AFVZX vs RMFCX
AFVZX vs RMFCX Comparison
Open Charts AFVZX vs RMFCX
Applied Finance Select Institutional
Price$20.31
Change-$1.14 (-5.31%)
VolumeN/A
Net Assets625.21M
American Funds American Mutual R3
Price$54.14
Change-$1.81 (-3.24%)
VolumeN/A
Net Assets102.75B
AFVZX vs RMFCX Comparison Chart
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AFVZX vs. RMFCX commentary
Apr 05, 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 StrongBuy and RMFCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 103B vs. AFVZX (625M). 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 : 6.77 vs. AFVZX (-3.38). AFVZX return over 5 years is better than : 121.69 vs. RMFCX (76.10).
| 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 | -0.233 | 2.814 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 625M | 103B | 1% |
| Annual Yield % from dividends | 1.14 | 1.34 | 85% |
| Returns for 1 year | -3.38 | 6.77 | -50% |
| Returns for 3 years | 13.00 | 11.46 | 113% |
| Returns for 5 years | 121.69 | 76.10 | 160% |
| Returns for 10 years | N/A | 64.62 | - |
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