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APHLX vs RMFEX
APHLX vs RMFEX Comparison
Open Charts APHLX vs RMFEX
Artisan Value Institutional
Price$14.43
Change-$0.14 (-0.96%)
VolumeN/A
Net Assets331.34M
American Funds American Mutual R4
Price$55.58
Change-$0.56 (-1.00%)
VolumeN/A
Net Assets102.33B
APHLX vs RMFEX Comparison Chart
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APHLX vs. RMFEX commentary
Mar 12, 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 Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 102B vs. APHLX (331M). RMFEX pays higher dividends than APHLX: RMFEX (1.56) vs APHLX (1.40). 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 : 5.96 vs. APHLX (1.29). RMFEX return over 5 years is better than : 79.76 vs. APHLX (59.38).
| 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 | 1.121 | 1.202 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 331M | 102B | 0% |
| Annual Yield % from dividends | 1.40 | 1.56 | 90% |
| Returns for 1 year | 1.29 | 5.96 | 22% |
| Returns for 3 years | 5.45 | 16.73 | 33% |
| Returns for 5 years | 59.38 | 79.76 | 74% |
| Returns for 10 years | 20.04 | 71.23 | 28% |
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