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APHLX vs RMFEX
APHLX vs RMFEX Comparison
Open Charts APHLX vs RMFEX
Artisan Value Institutional
Price$13.75
Change+$0.10 (+0.73%)
VolumeN/A
Net Assets310.18M
American Funds American Mutual R4
Price$52.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets96.51B
APHLX vs RMFEX Comparison Chart
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APHLX vs. RMFEX commentary
Apr 19, 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 96.5B vs. APHLX (310M). RMFEX pays higher dividends than APHLX: RMFEX (1.61) vs APHLX (1.44). APHLX was incepted earlier than RMFEX: APHLX (14 years) vs RMFEX (23 years). APHLX (0.86) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. APHLX (25.33). RMFEX has a lower initial minimum investment than APHLX: RMFEX (250) vs APHLX (1000000). RMFEX annual gain was more profitable for investors over the last year : 3.95 vs. APHLX (-1.78). RMFEX return over 5 years is better than : 51.09 vs. APHLX (39.14).
| APHLX | RMFEX | APHLX / RMFEX | |
| Total Expense Ratio | 0.84 | 0.62 | 135% |
| Annual Report Gross Expense Ratio | 0.86 | 0.62 | 139% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -3.644 | -3.251 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 310M | 96.5B | 0% |
| Annual Yield % from dividends | 1.44 | 1.61 | 89% |
| Returns for 1 year | -1.78 | 3.95 | -45% |
| Returns for 3 years | -3.68 | 6.78 | -54% |
| Returns for 5 years | 39.14 | 51.09 | 77% |
| Returns for 10 years | 8.31 | 58.82 | 14% |
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