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AFVZX vs RMFEX
AFVZX vs RMFEX Comparison
Open Charts AFVZX vs RMFEX
Applied Finance Select Institutional
Price$23.04
Change+$0.11 (+0.48%)
VolumeN/A
Net Assets654.32M
American Funds American Mutual R4
Price$60.79
Change+$0.27 (+0.45%)
VolumeN/A
Net Assets110.54B
AFVZX vs RMFEX Comparison Chart in %
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AFVZX vs. RMFEX commentary
Jul 27, 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: 111B vs. AFVZX (654M). 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 : 11.74 vs. AFVZX (5.43). AFVZX return over 5 years is better than : 81.61 vs. RMFEX (62.99).
| 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 | 7.163 | 11.527 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 654M | 111B | 1% |
| Annual Yield % from dividends | 1.07 | 1.53 | 70% |
| Returns for 1 year | 5.43 | 11.74 | 46% |
| Returns for 3 years | 35.51 | 32.08 | 111% |
| Returns for 5 years | 81.61 | 62.99 | 130% |
| Returns for 10 years | N/A | 88.96 | - |
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