Ad is loading...
Ad is loading...
AFVZX vs RMFCX
AFVZX vs RMFCX Comparison
Open Charts AFVZX vs RMFCX
Applied Finance Select Institutional
Price$23.01
Change-$0.27 (-1.16%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R3
Price$58.23
Change-$0.50 (-0.85%)
VolumeN/A
CapitalizationN/A
AFVZX vs RMFCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AFVZX vs. RMFCX commentary
Nov 18, 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 Sell and RMFCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 104B vs. AFVZX (563M). RMFCX pays higher dividends than AFVZX: RMFCX (1.69) vs AFVZX (1.02). AFVZX was incepted earlier than RMFCX: AFVZX (8 years) vs RMFCX (22 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 : 21.31 vs. AFVZX (18.67). AFVZX return over 5 years is better than : 74.43 vs. RMFCX (44.92).
| AFVZX | RMFCX | AFVZX / RMFCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 22 years | - |
| Gain YTD | 10.307 | 16.440 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 563M | 104B | 1% |
| Annual Yield % from dividends | 1.02 | 1.69 | 60% |
| Returns for 1 year | 18.67 | 21.31 | 88% |
| Returns for 3 years | 17.41 | 15.46 | 113% |
| Returns for 5 years | 74.43 | 44.92 | 166% |
| Returns for 10 years | N/A | 65.01 | - |