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APHLX vs RMEBX
APHLX vs RMEBX Comparison
Open Charts APHLX vs RMEBX
Artisan Value Institutional
Price$14.50
Change+$0.10 (+0.69%)
VolumeN/A
Net Assets310.18M
American Funds American Mutual R2E
Price$55.41
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets100.91B
APHLX vs RMEBX Comparison Chart
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APHLX vs. RMEBX commentary
May 09, 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 APHLX is a Buy and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 101B vs. APHLX (310M). APHLX pays higher dividends than RMEBX: APHLX (1.47) vs RMEBX (1.21). APHLX was incepted earlier than RMEBX: APHLX (14 years) vs RMEBX (11 years). RMEBX (1.07) is less costly to investors than APHLX (0.86). RMEBX is a more actively managed with annual turnover of: 31.00 vs. APHLX (25.33). RMEBX has a lower initial minimum investment than APHLX: RMEBX (250) vs APHLX (1000000). RMEBX annual gain was more profitable for investors over the last year : 5.19 vs. APHLX (0.46). RMEBX return over 5 years is better than : 55.02 vs. APHLX (42.61).
| APHLX | RMEBX | APHLX / RMEBX | |
| Total Expense Ratio | 0.84 | 1.07 | 79% |
| Annual Report Gross Expense Ratio | 0.86 | 1.07 | 80% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 1.612 | 1.203 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 310M | 101B | 0% |
| Annual Yield % from dividends | 1.47 | 1.21 | 122% |
| Returns for 1 year | 0.46 | 5.19 | 9% |
| Returns for 3 years | 10.26 | 16.77 | 61% |
| Returns for 5 years | 42.61 | 55.02 | 77% |
| Returns for 10 years | 15.63 | 58.89 | 27% |