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AVUGX vs RMFEX
AVUGX vs RMFEX Comparison
Open Charts AVUGX vs RMFEX
American Century Value R5
Price$8.01
Change+$0.04 (+0.50%)
VolumeN/A
Net Assets2.15B
American Funds American Mutual R4
Price$56.29
Change+$0.18 (+0.32%)
VolumeN/A
Net Assets102.3B
AVUGX vs RMFEX Comparison Chart
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AVUGX vs. RMFEX commentary
Apr 04, 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 AVUGX is a Buy and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 102B vs. AVUGX (2.15B). AVUGX pays higher dividends than RMFEX: AVUGX (2.07) vs RMFEX (1.61). AVUGX was incepted earlier than RMFEX: AVUGX (8 years) vs RMFEX (23 years). AVUGX (0.82) is less costly to investors than RMFEX (0.62). AVUGX is a more actively managed with annual turnover of: 35.00 vs. RMFEX (31.00). AVUGX has a lower initial minimum investment than RMFEX: AVUGX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 6.88 vs. AVUGX (-1.03). RMFEX return over 5 years is better than : 78.86 vs. AVUGX (53.99).
| AVUGX | RMFEX | AVUGX / RMFEX | |
| Total Expense Ratio | 0.79 | 0.62 | 127% |
| Annual Report Gross Expense Ratio | 0.82 | 0.62 | 132% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 3.643 | 2.891 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 102B | 2% |
| Annual Yield % from dividends | 2.07 | 1.61 | 128% |
| Returns for 1 year | -1.03 | 6.88 | -15% |
| Returns for 3 years | -7.51 | 12.57 | -60% |
| Returns for 5 years | 53.99 | 78.86 | 68% |
| Returns for 10 years | N/A | 72.06 | - |
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