Interact to see
Advertisement
Advertisement
APHLX vs RMFEX
APHLX vs RMFEX Comparison
Open Charts APHLX vs RMFEX
Artisan Value Institutional
Price$15.04
Change-$0.22 (-1.44%)
VolumeN/A
Net Assets308.5M
American Funds American Mutual R4
Price$57.86
Change-$0.45 (-0.77%)
VolumeN/A
Net Assets105.76B
APHLX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
APHLX vs. RMFEX commentary
Jun 15, 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: 106B vs. APHLX (308M). RMFEX pays higher dividends than APHLX: RMFEX (1.58) vs APHLX (1.43). 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 : 9.03 vs. APHLX (5.57). RMFEX return over 5 years is better than : 62.32 vs. APHLX (37.73).
| 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 | 5.396 | 6.152 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 106B | 0% |
| Annual Yield % from dividends | 1.43 | 1.58 | 90% |
| Returns for 1 year | 5.57 | 9.03 | 62% |
| Returns for 3 years | 18.39 | 29.63 | 62% |
| Returns for 5 years | 37.73 | 62.32 | 61% |
| Returns for 10 years | 21.43 | 76.27 | 28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement