EQNAX
Price
$20.77
Change
-$0.55 (-2.58%)
Updated
Dec 18 closing price
RMFEX
Price
$55.97
Change
-$3.05 (-5.17%)
Updated
Dec 17 closing price
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EQNAX vs RMFEX

Header iconEQNAX vs RMFEX Comparison
Open Charts EQNAX vs RMFEXBanner chart's image
MFS Equity Income A
Price$20.77
Change-$0.55 (-2.58%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$55.97
Change-$3.05 (-5.17%)
VolumeN/A
CapitalizationN/A
EQNAX vs RMFEX Comparison Chart
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EQNAX vs. RMFEX commentary
Dec 19, 2024

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 RMFEX is a Buy.

FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 104B vs. EQNAX (595M). RMFEX pays higher dividends than EQNAX: RMFEX (1.95) vs EQNAX (1.56). EQNAX was incepted earlier than RMFEX: EQNAX (12 years) vs RMFEX (22 years). EQNAX is a more actively managed with annual turnover of: 42.00 vs. RMFEX (25.00). RMFEX has a lower initial minimum investment than EQNAX: RMFEX (250) vs EQNAX (1000). RMFEX annual gain was more profitable for investors over the last year : 12.89 vs. EQNAX (11.98). RMFEX return over 5 years is better than : 42.46 vs. EQNAX (39.08).
EQNAXRMFEXEQNAX / RMFEX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence12 years22 years-
Gain YTD10.33411.69388%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets595M104B1%
Annual Yield % from dividends1.561.9580%
Returns for 1 year11.9812.8993%
Returns for 3 years13.2315.1387%
Returns for 5 years39.0842.4692%
Returns for 10 years83.1967.84123%
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