AFVZX
Price
$20.29
Change
+$0.15 (+0.74%)
Updated
Apr 24 closing price
Net Assets
560.72M
RMFEX
Price
$54.07
Change
+$0.73 (+1.37%)
Updated
Apr 24 closing price
Net Assets
97.26B
Ad is loading...

AFVZX vs RMFEX

Header iconAFVZX vs RMFEX Comparison
Open Charts AFVZX vs RMFEXBanner chart's image
Applied Finance Select Institutional
Price$20.29
Change+$0.15 (+0.74%)
VolumeN/A
Net Assets560.72M
American Funds American Mutual R4
Price$54.07
Change+$0.73 (+1.37%)
VolumeN/A
Net Assets97.26B
AFVZX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
AFVZX vs. RMFEX 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 RMFEX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 97.3B vs. AFVZX (561M). RMFEX pays higher dividends than AFVZX: RMFEX (1.61) vs AFVZX (1.14). AFVZX was incepted earlier than RMFEX: AFVZX (8 years) vs RMFEX (23 years). AFVZX (1.13) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. AFVZX (6.99). RMFEX has a lower initial minimum investment than AFVZX: RMFEX (250) vs AFVZX (10000). RMFEX annual gain was more profitable for investors over the last year : 4.18 vs. AFVZX (-5.49). AFVZX return over 5 years is better than : 82.09 vs. RMFEX (56.67).
AFVZXRMFEXAFVZX / RMFEX
Total Expense Ratio0.750.62121%
Annual Report Gross Expense Ratio1.130.62182%
Fund Existence8 years23 years-
Gain YTD-5.628-1.167482%
Front LoadN/AN/A-
Min. Initial Investment100002504,000%
Min. Initial Investment IRAN/AN/A-
Net Assets561M97.3B1%
Annual Yield % from dividends1.141.6171%
Returns for 1 year-5.494.18-131%
Returns for 3 years9.6510.6491%
Returns for 5 years82.0956.67145%
Returns for 10 yearsN/A61.98-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
JVLAX22.66N/A
N/A
JHancock Disciplined Value A
NMPAX12.99N/A
N/A
Columbia Mid Cap Index Inst
GATMX13.60N/A
N/A
Goldman Sachs International T/M Eq A
DBOCX22.11N/A
N/A
BNY Mellon Balanced Opportunity C
THMEX13.59N/A
N/A
CCT Thematic Equity Institutional