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AFVZX vs RMFEX
AFVZX vs RMFEX Comparison
Open Charts AFVZX vs RMFEX
Applied Finance Select Institutional
Price$24.00
Change+$0.06 (+0.25%)
VolumeN/A
Net Assets660.16M
American Funds American Mutual R4
Price$61.89
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets110.88B
AFVZX vs RMFEX Comparison Chart in %
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AFVZX vs. RMFEX commentary
Oct 19, 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. AFVZX (660M). RMFEX pays higher dividends than AFVZX: RMFEX (1.46) vs AFVZX (1.01). AFVZX was incepted earlier than RMFEX: AFVZX (9 years) vs RMFEX (23 years). AFVZX (1.11) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. AFVZX (27.63). RMFEX has a lower initial minimum investment than AFVZX: RMFEX (250) vs AFVZX (10000). RMFEX annual gain was more profitable for investors over the last year : 5.28 vs. AFVZX (3.99). AFVZX return over 5 years is better than : 72.25 vs. RMFEX (59.52).
| AFVZX | RMFEX | AFVZX / RMFEX | |
| Total Expense Ratio | 0.75 | 0.62 | 121% |
| Annual Report Gross Expense Ratio | 1.11 | 0.62 | 179% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 11.628 | 13.941 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 660M | 111B | 1% |
| Annual Yield % from dividends | 1.01 | 1.46 | 69% |
| Returns for 1 year | 3.99 | 5.28 | 75% |
| Returns for 3 years | 44.89 | 40.09 | 112% |
| Returns for 5 years | 72.25 | 59.52 | 121% |
| Returns for 10 years | N/A | 98.84 | - |
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