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AFVLX vs RMFEX
AFVLX vs RMFEX Comparison
Open Charts AFVLX vs RMFEX
Applied Finance Select Investor
Price$23.33
Change+$0.19 (+0.82%)
VolumeN/A
Net Assets662.51M
American Funds American Mutual R4
Price$60.85
Change+$0.06 (+0.10%)
VolumeN/A
Net Assets109.46B
AFVLX vs RMFEX Comparison Chart in %
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AFVLX vs. RMFEX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. AFVLX (663M). RMFEX pays higher dividends than AFVLX: RMFEX (1.49) vs AFVLX (0.79). AFVLX was incepted earlier than RMFEX: AFVLX (9 years) vs RMFEX (23 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). RMFEX annual gain was more profitable for investors over the last year : 8.06 vs. AFVLX (6.76). AFVLX return over 5 years is better than : 70.70 vs. RMFEX (58.84).
| 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 | 23 years | - |
| Gain YTD | 8.968 | 11.638 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 663M | 109B | 1% |
| Annual Yield % from dividends | 0.79 | 1.49 | 53% |
| Returns for 1 year | 6.76 | 8.06 | 84% |
| Returns for 3 years | 37.25 | 33.39 | 112% |
| Returns for 5 years | 70.70 | 58.84 | 120% |
| Returns for 10 years | N/A | 98.59 | - |