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AFVZX vs RMFEX
AFVZX vs RMFEX Comparison
Open Charts AFVZX vs RMFEX
Applied Finance Select Institutional
Price$23.81
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets669.63M
American Funds American Mutual R4
Price$61.62
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets110.88B
AFVZX vs RMFEX Comparison Chart in %
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AFVZX vs. RMFEX commentary
Sep 17, 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 (670M). RMFEX pays higher dividends than AFVZX: RMFEX (1.49) vs AFVZX (1.04). AFVZX was incepted earlier than RMFEX: AFVZX (9 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 (27.63). 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 (6.54). AFVZX return over 5 years is better than : 76.47 vs. RMFEX (61.31).
| AFVZX | RMFEX | AFVZX / RMFEX | |
| Total Expense Ratio | 0.75 | 0.62 | 121% |
| Annual Report Gross Expense Ratio | 1.13 | 0.62 | 182% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 10.744 | 13.050 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 670M | 111B | 1% |
| Annual Yield % from dividends | 1.04 | 1.49 | 70% |
| Returns for 1 year | 6.54 | 7.10 | 92% |
| Returns for 3 years | 40.20 | 35.20 | 114% |
| Returns for 5 years | 76.47 | 61.31 | 125% |
| Returns for 10 years | N/A | 103.92 | - |
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