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AFAZX vs RMFEX
AFAZX vs RMFEX Comparison
Open Charts AFAZX vs RMFEX
Applied Finance Dividend Institutional
Price$12.43
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets27.03M
American Funds American Mutual R4
Price$59.74
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets111.8B
AFAZX vs RMFEX Comparison Chart in %
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AFAZX vs. RMFEX commentary
Dec 27, 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 AFAZX is a Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. AFAZX (27M). AFAZX pays higher dividends than RMFEX: AFAZX (2.00) vs RMFEX (1.43). AFAZX was incepted earlier than RMFEX: AFAZX (16 years) vs RMFEX (24 years). AFAZX (1.59) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. AFAZX (12.78). RMFEX has a lower initial minimum investment than AFAZX: RMFEX (250) vs AFAZX (10000). RMFEX (8.21) and AFAZX (8.18) have marching annual gain over last year. RMFEX return over 5 years is better than : 48.39 vs. AFAZX (-5.63).
| AFAZX | RMFEX | AFAZX / RMFEX | |
| Total Expense Ratio | 0.95 | 0.62 | 153% |
| Annual Report Gross Expense Ratio | 1.59 | 0.62 | 256% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 9.419 | 9.983 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27M | 112B | 0% |
| Annual Yield % from dividends | 2.00 | 1.43 | 140% |
| Returns for 1 year | 8.18 | 8.21 | 100% |
| Returns for 3 years | 32.24 | 29.84 | 108% |
| Returns for 5 years | -5.63 | 48.39 | -12% |
| Returns for 10 years | -1.25 | 97.98 | -1% |
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