EQNBX
Price
$20.84
Change
+$0.11 (+0.53%)
Updated
May 8 closing price
Net Assets
595.42M
RMFCX
Price
$55.11
Change
+$0.11 (+0.20%)
Updated
May 8 closing price
Net Assets
100.63B
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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$20.84
Change+$0.11 (+0.53%)
VolumeN/A
Net Assets595.42M
American Funds American Mutual R3
Price$55.11
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets100.63B
EQNBX vs RMFCX Comparison Chart
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EQNBX vs. RMFCX commentary
May 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 EQNBX is a Buy and RMFCX is a Buy.

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FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 101B vs. EQNBX (595M). RMFCX pays higher dividends than EQNBX: RMFCX (1.37) vs EQNBX (1.29). EQNBX was incepted earlier than RMFCX: EQNBX (13 years) vs RMFCX (23 years). EQNBX (1.70) is less costly to investors than RMFCX (0.91). EQNBX is a more actively managed with annual turnover of: 45.00 vs. RMFCX (31.00). 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 : 5.35 vs. EQNBX (-1.37). RMFCX (56.16) and EQNBX (54.82) have equivalent 5 years return.
EQNBXRMFCXEQNBX / RMFCX
Total Expense Ratio1.640.91180%
Annual Report Gross Expense Ratio1.700.91187%
Fund Existence13 years23 years-
Gain YTD-1.1321.270-89%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets595M101B1%
Annual Yield % from dividends1.291.3794%
Returns for 1 year-1.375.35-26%
Returns for 3 years16.0117.2993%
Returns for 5 years54.8256.1698%
Returns for 10 years64.0860.33106%
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