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AFVZX vs RMFEX
AFVZX vs RMFEX Comparison
Open Charts AFVZX vs RMFEX
Applied Finance Select Institutional
Price$20.31
Change-$1.14 (-5.31%)
VolumeN/A
Net Assets625.21M
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
AFVZX vs RMFEX Comparison Chart
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AFVZX vs. RMFEX 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 RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. AFVZX (625M). 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 : 7.10 vs. AFVZX (-3.38). AFVZX return over 5 years is better than : 121.69 vs. RMFEX (78.86).
| 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 | -0.233 | 2.891 | -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 | 1.61 | 71% |
| Returns for 1 year | -3.38 | 7.10 | -48% |
| Returns for 3 years | 13.00 | 12.51 | 104% |
| Returns for 5 years | 121.69 | 78.86 | 154% |
| Returns for 10 years | N/A | 70.99 | - |
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