EQNBX
Price
$20.84
Change
+$0.11 (+0.53%)
Updated
May 8 closing price
Net Assets
595.42M
RMFEX
Price
$55.46
Change
+$0.11 (+0.20%)
Updated
May 8 closing price
Net Assets
100.91B
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EQNBX vs RMFEX

Header iconEQNBX vs RMFEX Comparison
Open Charts EQNBX vs RMFEXBanner chart's image
MFS Equity Income B
Price$20.84
Change+$0.11 (+0.53%)
VolumeN/A
Net Assets595.42M
American Funds American Mutual R4
Price$55.46
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets100.91B
EQNBX vs RMFEX Comparison Chart
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EQNBX vs. RMFEX 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 RMFEX is a Buy.

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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 101B vs. EQNBX (595M). RMFEX pays higher dividends than EQNBX: RMFEX (1.65) vs EQNBX (1.29). EQNBX was incepted earlier than RMFEX: EQNBX (13 years) vs RMFEX (23 years). EQNBX (1.70) is less costly to investors than RMFEX (0.62). EQNBX is a more actively managed with annual turnover of: 45.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than EQNBX: RMFEX (250) vs EQNBX (1000). RMFEX annual gain was more profitable for investors over the last year : 5.68 vs. EQNBX (-1.37). RMFEX return over 5 years is better than : 58.56 vs. EQNBX (54.82).
EQNBXRMFEXEQNBX / RMFEX
Total Expense Ratio1.640.62265%
Annual Report Gross Expense Ratio1.700.62274%
Fund Existence13 years23 years-
Gain YTD-1.1321.374-82%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets595M101B1%
Annual Yield % from dividends1.291.6578%
Returns for 1 year-1.375.68-24%
Returns for 3 years16.0118.3887%
Returns for 5 years54.8258.5694%
Returns for 10 years64.0866.5096%
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