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APHWX vs RMFEX
APHWX vs RMFEX Comparison
Open Charts APHWX vs RMFEX
Artisan Value Income Institutional
Price$10.87
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets16.24M
American Funds American Mutual R4
Price$60.79
Change+$0.27 (+0.45%)
VolumeN/A
Net Assets110.54B
APHWX vs RMFEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. APHWX (16.2M). APHWX pays higher dividends than RMFEX: APHWX (2.45) vs RMFEX (1.53). APHWX was incepted earlier than RMFEX: APHWX (3 years) vs RMFEX (23 years). APHWX (2.21) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. APHWX (29.11). RMFEX has a lower initial minimum investment than APHWX: RMFEX (250) vs APHWX (1000000). RMFEX annual gain was more profitable for investors over the last year : 11.74 vs. APHWX (9.87).
| APHWX | RMFEX | APHWX / RMFEX | |
| Total Expense Ratio | 1.05 | 0.62 | 169% |
| Annual Report Gross Expense Ratio | 2.21 | 0.62 | 356% |
| Fund Existence | 3 years | 23 years | - |
| Gain YTD | 6.870 | 11.527 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2M | 111B | 0% |
| Annual Yield % from dividends | 2.45 | 1.53 | 160% |
| Returns for 1 year | 9.87 | 11.74 | 84% |
| Returns for 3 years | 27.82 | 32.08 | 87% |
| Returns for 5 years | N/A | 62.99 | - |
| Returns for 10 years | N/A | 88.96 | - |
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