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AFVZX vs RMEBX
AFVZX vs RMEBX Comparison
Open Charts AFVZX vs RMEBX
Applied Finance Select Institutional
Price$23.88
Change-$0.35 (-1.44%)
VolumeN/A
Net Assets654.35M
American Funds American Mutual R2E
Price$61.91
Change-$0.71 (-1.13%)
VolumeN/A
Net Assets112.28B
AFVZX vs RMEBX Comparison Chart in %
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AFVZX vs. RMEBX commentary
Nov 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 AFVZX is a Hold and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 112B vs. AFVZX (654M). RMEBX (1.05) and AFVZX (1.01) have matching dividends . AFVZX was incepted earlier than RMEBX: AFVZX (9 years) vs RMEBX (11 years). AFVZX (1.11) and RMEBX (1.07) have similar cost to investors . 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 : 6.55 vs. AFVZX (3.33). AFVZX return over 5 years is better than : 63.40 vs. RMEBX (53.80).
| AFVZX | RMEBX | AFVZX / RMEBX | |
| Total Expense Ratio | 0.75 | 1.07 | 70% |
| Annual Report Gross Expense Ratio | 1.11 | 1.07 | 104% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 11.070 | 14.940 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 654M | 112B | 1% |
| Annual Yield % from dividends | 1.01 | 1.05 | 96% |
| Returns for 1 year | 3.33 | 6.55 | 51% |
| Returns for 3 years | 33.34 | 30.03 | 111% |
| Returns for 5 years | 63.40 | 53.80 | 118% |
| Returns for 10 years | N/A | 92.20 | - |
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