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AFVZX vs RMFEX
AFVZX vs RMFEX Comparison
Open Charts AFVZX vs RMFEX
Applied Finance Select Institutional
Price$22.12
Change-$0.60 (-2.64%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$55.97
Change-$3.05 (-5.17%)
VolumeN/A
CapitalizationN/A
AFVZX vs RMFEX Comparison Chart
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AFVZX vs. RMFEX commentary
Dec 19, 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 104B vs. AFVZX (554M). 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 : 12.89 vs. AFVZX (10.56). AFVZX return over 5 years is better than : 67.59 vs. RMFEX (42.46).
| 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 | 8.917 | 11.693 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 554M | 104B | 1% |
| Annual Yield % from dividends | 1.02 | 1.95 | 53% |
| Returns for 1 year | 10.56 | 12.89 | 82% |
| Returns for 3 years | 17.33 | 15.13 | 115% |
| Returns for 5 years | 67.59 | 42.46 | 159% |
| Returns for 10 years | N/A | 67.84 | - |
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