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APHLX vs RMFEX
APHLX vs RMFEX Comparison
Open Charts APHLX vs RMFEX
Artisan Value Institutional
Price$15.50
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets310.2M
American Funds American Mutual R4
Price$60.85
Change+$0.06 (+0.10%)
VolumeN/A
Net Assets109.46B
APHLX vs RMFEX Comparison Chart in %
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APHLX vs. RMFEX commentary
Sep 09, 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 APHLX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. APHLX (310M). RMFEX pays higher dividends than APHLX: RMFEX (1.49) vs APHLX (1.35). APHLX was incepted earlier than RMFEX: APHLX (14 years) vs RMFEX (23 years). APHLX (0.86) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. APHLX (25.33). RMFEX has a lower initial minimum investment than APHLX: RMFEX (250) vs APHLX (1000000). RMFEX annual gain was more profitable for investors over the last year : 8.06 vs. APHLX (3.77). RMFEX return over 5 years is better than : 58.84 vs. APHLX (26.50).
| APHLX | RMFEX | APHLX / RMFEX | |
| Total Expense Ratio | 0.84 | 0.62 | 135% |
| Annual Report Gross Expense Ratio | 0.86 | 0.62 | 139% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 8.619 | 11.638 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 310M | 109B | 0% |
| Annual Yield % from dividends | 1.35 | 1.49 | 91% |
| Returns for 1 year | 3.77 | 8.06 | 47% |
| Returns for 3 years | 22.48 | 33.39 | 67% |
| Returns for 5 years | 26.50 | 58.84 | 45% |
| Returns for 10 years | 40.08 | 98.59 | 41% |
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