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AFVLX vs RMFEX
AFVLX vs RMFEX Comparison
Open Charts AFVLX vs RMFEX
Applied Finance Select Investor
Price$23.68
Change+$0.10 (+0.42%)
VolumeN/A
Net Assets659.42M
American Funds American Mutual R4
Price$59.73
Change+$0.23 (+0.39%)
VolumeN/A
Net Assets111.8B
AFVLX vs RMFEX Comparison Chart in %
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AFVLX vs. RMFEX commentary
Dec 25, 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 AFVLX is a StrongBuy and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. AFVLX (659M). RMFEX pays higher dividends than AFVLX: RMFEX (1.43) vs AFVLX (0.76). AFVLX was incepted earlier than RMFEX: AFVLX (9 years) vs RMFEX (24 years). AFVLX (1.44) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. AFVLX (27.63). RMFEX has a lower initial minimum investment than AFVLX: RMFEX (250) vs AFVLX (1000). AFVLX annual gain was more profitable for investors over the last year : 9.02 vs. RMFEX (8.33). AFVLX return over 5 years is better than : 54.04 vs. RMFEX (48.36).
| AFVLX | RMFEX | AFVLX / RMFEX | |
| Total Expense Ratio | 1.00 | 0.62 | 161% |
| Annual Report Gross Expense Ratio | 1.44 | 0.62 | 232% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 10.603 | 9.965 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 659M | 112B | 1% |
| Annual Yield % from dividends | 0.76 | 1.43 | 53% |
| Returns for 1 year | 9.02 | 8.33 | 108% |
| Returns for 3 years | 37.10 | 30.01 | 124% |
| Returns for 5 years | 54.04 | 48.36 | 112% |
| Returns for 10 years | N/A | 99.29 | - |
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