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AFVZX vs RMFEX
AFVZX vs RMFEX Comparison
Open Charts AFVZX vs RMFEX
Applied Finance Select Institutional
Price$23.47
Change+$0.20 (+0.86%)
VolumeN/A
Net Assets662.51M
American Funds American Mutual R4
Price$60.85
Change+$0.06 (+0.10%)
VolumeN/A
Net Assets109.34B
AFVZX vs RMFEX Comparison Chart in %
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AFVZX vs. RMFEX commentary
Sep 07, 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 Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. AFVZX (663M). RMFEX pays higher dividends than AFVZX: RMFEX (1.49) vs AFVZX (1.04). AFVZX was incepted earlier than RMFEX: AFVZX (9 years) vs RMFEX (23 years). AFVZX (1.13) 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 : 8.06 vs. AFVZX (7.06). AFVZX return over 5 years is better than : 72.85 vs. RMFEX (58.84).
| AFVZX | RMFEX | AFVZX / RMFEX | |
| Total Expense Ratio | 0.75 | 0.62 | 121% |
| Annual Report Gross Expense Ratio | 1.13 | 0.62 | 182% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 9.163 | 11.638 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 663M | 109B | 1% |
| Annual Yield % from dividends | 1.04 | 1.49 | 70% |
| Returns for 1 year | 7.06 | 8.06 | 88% |
| Returns for 3 years | 38.35 | 33.39 | 115% |
| Returns for 5 years | 72.85 | 58.84 | 124% |
| Returns for 10 years | N/A | 98.59 | - |
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