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AFALX vs RMFEX
AFALX vs RMFEX Comparison
Open Charts AFALX vs RMFEX
Applied Finance Dividend Investor
Price$12.41
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets27.09M
American Funds American Mutual R4
Price$62.90
Change-$0.49 (-0.77%)
VolumeN/A
Net Assets111.8B
AFALX vs RMFEX Comparison Chart in %
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AFALX vs. RMFEX commentary
Dec 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. AFALX (27.1M). AFALX pays higher dividends than RMFEX: AFALX (1.97) vs RMFEX (1.43). AFALX was incepted earlier than RMFEX: AFALX (20 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 : 9.19 vs. AFALX (4.53). RMFEX return over 5 years is better than : 57.31 vs. AFALX (-13.13).
| AFALX | RMFEX | AFALX / RMFEX | |
| Total Expense Ratio | 1.20 | 0.62 | 194% |
| Annual Report Gross Expense Ratio | 1.98 | 0.62 | 319% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 10.564 | 16.703 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.1M | 112B | 0% |
| Annual Yield % from dividends | 1.97 | 1.43 | 138% |
| Returns for 1 year | 4.53 | 9.19 | 49% |
| Returns for 3 years | 15.26 | 31.21 | 49% |
| Returns for 5 years | -13.13 | 57.31 | -23% |
| Returns for 10 years | -1.24 | 105.64 | -1% |
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