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AFVZX vs RMFEX
AFVZX vs RMFEX Comparison
Open Charts AFVZX vs RMFEX
Applied Finance Select Institutional
Price$21.55
Change-$0.39 (-1.78%)
VolumeN/A
Net Assets606.68M
American Funds American Mutual R4
Price$56.52
Change-$0.83 (-1.45%)
VolumeN/A
Net Assets104.75B
AFVZX vs RMFEX Comparison Chart
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AFVZX vs. RMFEX commentary
May 23, 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: 105B vs. AFVZX (607M). RMFEX pays higher dividends than AFVZX: RMFEX (1.65) vs AFVZX (1.18). 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 : 5.60 vs. AFVZX (0.35). AFVZX return over 5 years is better than : 84.36 vs. RMFEX (62.10).
| 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 | 2.047 | 3.311 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 607M | 105B | 1% |
| Annual Yield % from dividends | 1.18 | 1.65 | 72% |
| Returns for 1 year | 0.35 | 5.60 | 6% |
| Returns for 3 years | 26.57 | 21.59 | 123% |
| Returns for 5 years | 84.36 | 62.10 | 136% |
| Returns for 10 years | N/A | 68.42 | - |
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