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AFVZX vs RMEBX
AFVZX vs RMEBX Comparison
Open Charts AFVZX vs RMEBX
Applied Finance Select Institutional
Price$23.47
Change+$0.20 (+0.86%)
VolumeN/A
Net Assets662.51M
American Funds American Mutual R2E
Price$60.71
Change+$0.28 (+0.46%)
VolumeN/A
Net Assets109.34B
AFVZX vs RMEBX Comparison Chart in %
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AFVZX vs. RMEBX commentary
Sep 07, 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 AFVZX is a StrongBuy and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 109B vs. AFVZX (663M). RMEBX (1.09) and AFVZX (1.04) have matching dividends . AFVZX was incepted earlier than RMEBX: AFVZX (9 years) vs RMEBX (11 years). AFVZX (1.13) is less costly to investors than RMEBX (1.07). RMEBX is a more actively managed with annual turnover of: 31.00 vs. AFVZX (27.63). RMEBX has a lower initial minimum investment than AFVZX: RMEBX (250) vs AFVZX (10000). RMEBX annual gain was more profitable for investors over the last year : 7.45 vs. AFVZX (7.06). AFVZX return over 5 years is better than : 72.85 vs. RMEBX (55.11).
| AFVZX | RMEBX | AFVZX / RMEBX | |
| Total Expense Ratio | 0.75 | 1.07 | 70% |
| Annual Report Gross Expense Ratio | 1.13 | 1.07 | 106% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 9.163 | 11.179 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 663M | 109B | 1% |
| Annual Yield % from dividends | 1.04 | 1.09 | 96% |
| Returns for 1 year | 7.06 | 7.45 | 95% |
| Returns for 3 years | 38.35 | 31.44 | 122% |
| Returns for 5 years | 72.85 | 55.11 | 132% |
| Returns for 10 years | N/A | 89.18 | - |
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