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APHLX vs RMFCX
APHLX vs RMFCX Comparison
Open Charts APHLX vs RMFCX
Artisan Value Institutional
Price$14.43
Change-$0.14 (-0.96%)
VolumeN/A
Net Assets331.34M
American Funds American Mutual R3
Price$55.21
Change-$0.57 (-1.02%)
VolumeN/A
Net Assets102.33B
APHLX vs RMFCX Comparison Chart
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APHLX vs. RMFCX commentary
Mar 12, 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 Hold and RMFCX is a Hold.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 102B vs. APHLX (331M). APHLX pays higher dividends than RMFCX: APHLX (1.40) vs RMFCX (1.30). APHLX was incepted earlier than RMFCX: APHLX (14 years) vs RMFCX (23 years). RMFCX (0.91) is less costly to investors than APHLX (0.86). RMFCX is a more actively managed with annual turnover of: 31.00 vs. APHLX (25.33). RMFCX has a lower initial minimum investment than APHLX: RMFCX (250) vs APHLX (1000000). RMFCX annual gain was more profitable for investors over the last year : 5.61 vs. APHLX (1.29). RMFCX return over 5 years is better than : 77.01 vs. APHLX (59.38).
| APHLX | RMFCX | APHLX / RMFCX | |
| Total Expense Ratio | 0.84 | 0.91 | 92% |
| Annual Report Gross Expense Ratio | 0.86 | 0.91 | 95% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 1.121 | 1.136 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 331M | 102B | 0% |
| Annual Yield % from dividends | 1.40 | 1.30 | 108% |
| Returns for 1 year | 1.29 | 5.61 | 23% |
| Returns for 3 years | 5.45 | 15.62 | 35% |
| Returns for 5 years | 59.38 | 77.01 | 77% |
| Returns for 10 years | 20.04 | 64.83 | 31% |
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