EQNRX
Price
$20.88
Change
+$0.12 (+0.58%)
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
Ad is loading...

EQNRX vs RMFCX

Header iconEQNRX vs RMFCX Comparison
Open Charts EQNRX vs RMFCXBanner chart's image
MFS Equity Income R1
Price$20.88
Change+$0.12 (+0.58%)
VolumeN/A
Net Assets595.42M
American Funds American Mutual R3
Price$55.11
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets100.63B
EQNRX vs RMFCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
EQNRX 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 EQNRX is a Buy and RMFCX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 101B vs. EQNRX (595M). RMFCX (1.37) and EQNRX (1.32) have matching dividends . EQNRX was incepted earlier than RMFCX: EQNRX (13 years) vs RMFCX (23 years). EQNRX (1.70) is less costly to investors than RMFCX (0.91). EQNRX is a more actively managed with annual turnover of: 45.00 vs. RMFCX (31.00). EQNRX has a lower initial minimum investment than RMFCX: EQNRX (0) vs RMFCX (250). RMFCX annual gain was more profitable for investors over the last year : 5.35 vs. EQNRX (-1.34). EQNRX (56.38) and RMFCX (56.16) have equivalent 5 years return.
EQNRXRMFCXEQNRX / RMFCX
Total Expense Ratio1.640.91180%
Annual Report Gross Expense Ratio1.700.91187%
Fund Existence13 years23 years-
Gain YTD-1.1711.270-92%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets595M101B1%
Annual Yield % from dividends1.321.3796%
Returns for 1 year-1.345.35-25%
Returns for 3 years17.0417.2999%
Returns for 5 years56.3856.16100%
Returns for 10 years68.6360.33114%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GAGAX31.85N/A
N/A
Gabelli Global Rising Income and Div A
AWMIX19.03N/A
N/A
CIBC Atlas Mid Cap Equity Institutional
PABVX14.97N/A
N/A
Principal MidCap Value I R5
VEVIX44.00N/A
N/A
Victory Sycamore Established Value I
SUSSX13.85N/A
N/A
State Street Instl US Equity Svc