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AFVZX vs RMFEX
AFVZX vs RMFEX Comparison
Open Charts AFVZX vs RMFEX
Applied Finance Select Institutional
Price$23.01
Change-$0.27 (-1.16%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$58.58
Change-$0.51 (-0.86%)
VolumeN/A
CapitalizationN/A
AFVZX vs RMFEX Comparison Chart
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AFVZX vs. RMFEX commentary
Nov 18, 2024
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 Sell and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 104B vs. AFVZX (563M). RMFEX pays higher dividends than AFVZX: RMFEX (1.95) vs AFVZX (1.02). AFVZX was incepted earlier than RMFEX: AFVZX (8 years) vs RMFEX (22 years). RMFEX is a more actively managed with annual turnover of: 25.00 vs. AFVZX (11.26). 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 : 21.67 vs. AFVZX (18.67). AFVZX return over 5 years is better than : 74.43 vs. RMFEX (47.96).
| AFVZX | RMFEX | AFVZX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 22 years | - |
| Gain YTD | 10.307 | 16.733 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 563M | 104B | 1% |
| Annual Yield % from dividends | 1.02 | 1.95 | 53% |
| Returns for 1 year | 18.67 | 21.67 | 86% |
| Returns for 3 years | 17.41 | 16.52 | 105% |
| Returns for 5 years | 74.43 | 47.96 | 155% |
| Returns for 10 years | N/A | 71.19 | - |
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