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AFALX vs RMFEX
AFALX vs RMFEX Comparison
Open Charts AFALX vs RMFEX
Applied Finance Dividend Investor
Price$12.01
Change-$0.05 (-0.41%)
VolumeN/A
Net Assets26.35M
American Funds American Mutual R4
Price$61.97
Change-$0.71 (-1.13%)
VolumeN/A
Net Assets112.28B
AFALX vs RMFEX Comparison Chart in %
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AFALX vs. RMFEX commentary
Nov 14, 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 AFALX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. AFALX (26.4M). AFALX pays higher dividends than RMFEX: AFALX (2.04) vs RMFEX (1.46). AFALX was incepted earlier than RMFEX: AFALX (19 years) vs RMFEX (23 years). AFALX (1.98) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. AFALX (12.78). RMFEX has a lower initial minimum investment than AFALX: RMFEX (250) vs AFALX (1000). RMFEX annual gain was more profitable for investors over the last year : 7.02 vs. AFALX (1.32). RMFEX return over 5 years is better than : 57.30 vs. AFALX (-12.14).
| AFALX | RMFEX | AFALX / RMFEX | |
| Total Expense Ratio | 1.20 | 0.62 | 194% |
| Annual Report Gross Expense Ratio | 1.98 | 0.62 | 319% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 7.968 | 15.396 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.4M | 112B | 0% |
| Annual Yield % from dividends | 2.04 | 1.46 | 139% |
| Returns for 1 year | 1.32 | 7.02 | 19% |
| Returns for 3 years | 13.25 | 31.78 | 42% |
| Returns for 5 years | -12.14 | 57.30 | -21% |
| Returns for 10 years | -4.60 | 101.84 | -5% |
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