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APHLX vs RMFCX
APHLX vs RMFCX Comparison
Open Charts APHLX vs RMFCX
Artisan Value Institutional
Price$14.26
Change+$0.13 (+0.92%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R3
Price$54.73
Change+$0.55 (+1.02%)
VolumeN/A
CapitalizationN/A
APHLX vs RMFCX Comparison Chart
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APHLX vs. RMFCX commentary
Dec 23, 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 APHLX is a Hold and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 102B vs. APHLX (348M). RMFCX pays higher dividends than APHLX: RMFCX (1.69) vs APHLX (1.01). APHLX was incepted earlier than RMFCX: APHLX (13 years) vs RMFCX (23 years). APHLX is a more actively managed with annual turnover of: 38.07 vs. RMFCX (25.00). 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 : 11.11 vs. APHLX (6.51). RMFCX return over 5 years is better than : 37.80 vs. APHLX (11.86).
| APHLX | RMFCX | APHLX / RMFCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 5.807 | 9.921 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 348M | 102B | 0% |
| Annual Yield % from dividends | 1.01 | 1.69 | 60% |
| Returns for 1 year | 6.51 | 11.11 | 59% |
| Returns for 3 years | 0.50 | 12.38 | 4% |
| Returns for 5 years | 11.86 | 37.80 | 31% |
| Returns for 10 years | 18.44 | 59.36 | 31% |