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AFVZX vs RMFEX
AFVZX vs RMFEX Comparison
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AFVZX vs RMFEX Comparison Chart in %
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AFVZX vs. RMFEX commentary
Jun 24, 2026
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 StrongBuy and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 117B vs. AFVZX (700M). RMFEX pays higher dividends than AFVZX: RMFEX (1.45) vs AFVZX (0.83). AFVZX was incepted earlier than RMFEX: AFVZX (9 years) vs RMFEX (24 years). AFVZX (1.11) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 30.00 vs. AFVZX (27.63). RMFEX has a lower initial minimum investment than AFVZX: RMFEX (250) vs AFVZX (10000). AFVZX annual gain was more profitable for investors over the last year : 19.94 vs. RMFEX (10.65). AFVZX return over 5 years is better than : 47.06 vs. RMFEX (38.72).
| AFVZX | RMFEX | AFVZX / RMFEX | |
| Total Expense Ratio | 0.75 | 0.62 | 121% |
| Annual Report Gross Expense Ratio | 1.11 | 0.62 | 179% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 11.206 | 6.666 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 700M | 117B | 1% |
| Annual Yield % from dividends | 0.83 | 1.45 | 57% |
| Returns for 1 year | 19.94 | 10.65 | 187% |
| Returns for 3 years | 43.21 | 36.38 | 119% |
| Returns for 5 years | 47.06 | 38.72 | 122% |
| Returns for 10 years | N/A | 104.66 | - |
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