EQNBX
Price
$20.83
Change
-$0.56 (-2.62%)
Updated
Dec 18 closing price
RMFCX
Price
$54.22
Change
-$1.42 (-2.55%)
Updated
Dec 18 closing price
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EQNBX vs RMFCX

Header iconEQNBX vs RMFCX Comparison
Open Charts EQNBX vs RMFCXBanner chart's image
MFS Equity Income B
Price$20.83
Change-$0.56 (-2.62%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R3
Price$54.22
Change-$1.42 (-2.55%)
VolumeN/A
CapitalizationN/A
EQNBX vs RMFCX Comparison Chart
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EQNBX vs. RMFCX 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 EQNBX is a Hold and RMFCX is a Buy.

FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 98.7B vs. EQNBX (595M). RMFCX pays higher dividends than EQNBX: RMFCX (1.69) vs EQNBX (0.85). EQNBX was incepted earlier than RMFCX: EQNBX (12 years) vs RMFCX (23 years). EQNBX is a more actively managed with annual turnover of: 42.00 vs. RMFCX (25.00). RMFCX has a lower initial minimum investment than EQNBX: RMFCX (250) vs EQNBX (1000). RMFCX annual gain was more profitable for investors over the last year : 12.63 vs. EQNBX (11.17). RMFCX return over 5 years is better than : 40.39 vs. EQNBX (35.21).
EQNBXRMFCXEQNBX / RMFCX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence12 years23 years-
Gain YTD9.59211.42384%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets595M98.7B1%
Annual Yield % from dividends0.851.6950%
Returns for 1 year11.1712.6388%
Returns for 3 years11.7014.1683%
Returns for 5 years35.2140.3987%
Returns for 10 years74.2061.84120%
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