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AFVZX vs RMFEX
AFVZX vs RMFEX Comparison
Open Charts AFVZX vs RMFEX
Applied Finance Select Institutional
Price$23.96
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets661.44M
American Funds American Mutual R4
Price$60.55
Change-$1.72 (-2.76%)
VolumeN/A
Net Assets111.52B
AFVZX vs RMFEX Comparison Chart in %
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AFVZX vs. RMFEX commentary
Feb 04, 2026
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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. AFVZX (661M). RMFEX pays higher dividends than AFVZX: RMFEX (1.50) vs AFVZX (0.90). AFVZX was incepted earlier than RMFEX: AFVZX (9 years) vs RMFEX (24 years). AFVZX (1.11) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 30.00 vs. AFVZX (27.63). RMFEX has a lower initial minimum investment than AFVZX: RMFEX (250) vs AFVZX (10000). AFVZX (7.89) and RMFEX (7.80) have marching annual gain over last year. AFVZX return over 5 years is better than : 49.98 vs. RMFEX (46.45).
| 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 | 24 years | - |
| Gain YTD | 2.088 | 2.280 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 661M | 112B | 1% |
| Annual Yield % from dividends | 0.90 | 1.50 | 60% |
| Returns for 1 year | 7.89 | 7.80 | 101% |
| Returns for 3 years | 30.63 | 29.96 | 102% |
| Returns for 5 years | 49.98 | 46.45 | 108% |
| Returns for 10 years | N/A | 114.19 | - |
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