Ad is loading...
APHLX vs RMFEX
APHLX vs RMFEX Comparison
Open Charts APHLX vs RMFEX
Artisan Value Institutional
Price$14.26
Change+$0.13 (+0.92%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$55.06
Change+$0.56 (+1.03%)
VolumeN/A
CapitalizationN/A
APHLX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
APHLX vs. RMFEX 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 102B vs. APHLX (348M). RMFEX pays higher dividends than APHLX: RMFEX (1.95) vs APHLX (1.01). APHLX was incepted earlier than RMFEX: APHLX (13 years) vs RMFEX (23 years). APHLX is a more actively managed with annual turnover of: 38.07 vs. RMFEX (25.00). 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 : 11.46 vs. APHLX (6.51). RMFEX return over 5 years is better than : 39.98 vs. APHLX (11.86).
| APHLX | RMFEX | APHLX / RMFEX | |
| 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 | 10.279 | 56% |
| 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 | 1.95 | 52% |
| Returns for 1 year | 6.51 | 11.46 | 57% |
| Returns for 3 years | 0.50 | 13.43 | 4% |
| Returns for 5 years | 11.86 | 39.98 | 30% |
| Returns for 10 years | 18.44 | 65.36 | 28% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers