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APHLX vs RMFEX
APHLX vs RMFEX Comparison
Open Charts APHLX vs RMFEX
Artisan Value Institutional
Price$14.50
Change+$0.10 (+0.69%)
VolumeN/A
Net Assets310.18M
American Funds American Mutual R4
Price$55.46
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets100.91B
APHLX vs RMFEX Comparison Chart
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APHLX vs. RMFEX 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 101B vs. APHLX (310M). RMFEX pays higher dividends than APHLX: RMFEX (1.65) vs APHLX (1.47). 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 : 5.68 vs. APHLX (0.46). RMFEX return over 5 years is better than : 58.56 vs. APHLX (42.61).
| 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 | 1.612 | 1.374 | 117% |
| 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 | 1.65 | 90% |
| Returns for 1 year | 0.46 | 5.68 | 8% |
| Returns for 3 years | 10.26 | 18.38 | 56% |
| Returns for 5 years | 42.61 | 58.56 | 73% |
| Returns for 10 years | 15.63 | 66.50 | 24% |
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