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AFVZX vs RMFEX
AFVZX vs RMFEX Comparison
Open Charts AFVZX vs RMFEX
Applied Finance Select Institutional
Price$23.19
Change+$0.15 (+0.65%)
VolumeN/A
Net Assets660.45M
American Funds American Mutual R4
Price$59.82
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
AFVZX vs RMFEX Comparison Chart in %
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AFVZX vs. RMFEX commentary
Jul 06, 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.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. AFVZX (660M). RMFEX pays higher dividends than AFVZX: RMFEX (1.53) vs AFVZX (1.07). 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 : 11.81 vs. AFVZX (7.04). AFVZX return over 5 years is better than : 88.34 vs. RMFEX (64.33).
| AFVZX | RMFEX | AFVZX / RMFEX | |
| Total Expense Ratio | 0.75 | 0.62 | 121% |
| Annual Report Gross Expense Ratio | 1.13 | 0.62 | 182% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 7.860 | 9.748 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 660M | 109B | 1% |
| Annual Yield % from dividends | 1.07 | 1.53 | 70% |
| Returns for 1 year | 7.04 | 11.81 | 60% |
| Returns for 3 years | 38.86 | 30.45 | 128% |
| Returns for 5 years | 88.34 | 64.33 | 137% |
| Returns for 10 years | N/A | 86.20 | - |