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AFVZX vs RMFEX
AFVZX vs RMFEX Comparison
Open Charts AFVZX vs RMFEX
Applied Finance Select Institutional
Price$24.19
Change-$0.16 (-0.66%)
VolumeN/A
Net Assets665.16M
American Funds American Mutual R4
Price$60.45
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets111.52B
AFVZX vs RMFEX Comparison Chart in %
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AFVZX vs. RMFEX commentary
Jan 15, 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 Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. AFVZX (665M). RMFEX pays higher dividends than AFVZX: RMFEX (1.53) vs AFVZX (0.91). 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: 31.00 vs. AFVZX (27.63). RMFEX has a lower initial minimum investment than AFVZX: RMFEX (250) vs AFVZX (10000). AFVZX annual gain was more profitable for investors over the last year : 14.01 vs. RMFEX (12.27). AFVZX return over 5 years is better than : 51.42 vs. RMFEX (45.82).
| 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 | 3.068 | 2.061 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 665M | 112B | 1% |
| Annual Yield % from dividends | 0.91 | 1.53 | 60% |
| Returns for 1 year | 14.01 | 12.27 | 114% |
| Returns for 3 years | 34.81 | 29.20 | 119% |
| Returns for 5 years | 51.42 | 45.82 | 112% |
| Returns for 10 years | N/A | 118.40 | - |
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