EQNAX
Price
$18.48
Change
-$0.33 (-1.75%)
Updated
Apr 8 closing price
Net Assets
540.99M
RMFCX
Price
$50.23
Change
-$0.51 (-1.01%)
Updated
Apr 8 closing price
Net Assets
93.16B
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EQNAX vs RMFCX

Header iconEQNAX vs RMFCX Comparison
Open Charts EQNAX vs RMFCXBanner chart's image
MFS Equity Income A
Price$18.48
Change-$0.33 (-1.75%)
VolumeN/A
Net Assets540.99M
American Funds American Mutual R3
Price$50.23
Change-$0.51 (-1.01%)
VolumeN/A
Net Assets93.16B
EQNAX vs RMFCX Comparison Chart
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EQNAX vs. RMFCX commentary
Apr 10, 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 EQNAX is a Hold and RMFCX is a Hold.

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FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 93.2B vs. EQNAX (541M). EQNAX pays higher dividends than RMFCX: EQNAX (2.07) vs RMFCX (1.34). EQNAX was incepted earlier than RMFCX: EQNAX (13 years) vs RMFCX (23 years). EQNAX (0.95) and RMFCX (0.91) have similar cost to investors . EQNAX is a more actively managed with annual turnover of: 45.00 vs. RMFCX (31.00). RMFCX has a lower initial minimum investment than EQNAX: RMFCX (250) vs EQNAX (1000). RMFCX annual gain was more profitable for investors over the last year : -4.25 vs. EQNAX (-9.78). EQNAX return over 5 years is better than : 49.82 vs. RMFCX (45.42).
EQNAXRMFCXEQNAX / RMFCX
Total Expense Ratio0.890.9198%
Annual Report Gross Expense Ratio0.950.91104%
Fund Existence13 years23 years-
Gain YTD-9.923-7.697129%
Front Load6%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets541M93.2B1%
Annual Yield % from dividends2.071.34154%
Returns for 1 year-9.78-4.25230%
Returns for 3 years-0.94-0.65144%
Returns for 5 years49.8245.42110%
Returns for 10 years59.1046.29128%
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