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AFVZX vs RMFEX
AFVZX vs RMFEX Comparison
Open Charts AFVZX vs RMFEX
Applied Finance Select Institutional
Price$24.57
Change-$0.24 (-0.97%)
VolumeN/A
Net Assets661.03M
American Funds American Mutual R4
Price$62.90
Change-$0.49 (-0.77%)
VolumeN/A
Net Assets111.8B
AFVZX vs RMFEX Comparison Chart in %
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AFVZX vs. RMFEX commentary
Dec 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 StrongBuy and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. AFVZX (661M). RMFEX pays higher dividends than AFVZX: RMFEX (1.43) vs AFVZX (1.00). 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 : 9.19 vs. AFVZX (7.43). AFVZX return over 5 years is better than : 61.76 vs. RMFEX (57.31).
| 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 | 14.930 | 16.703 | 89% |
| 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 | 1.00 | 1.43 | 70% |
| Returns for 1 year | 7.43 | 9.19 | 81% |
| Returns for 3 years | 37.82 | 31.21 | 121% |
| Returns for 5 years | 61.76 | 57.31 | 108% |
| Returns for 10 years | N/A | 105.64 | - |
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