EQNRX
Price
$20.86
Change
-$0.56 (-2.61%)
Updated
Dec 18 closing price
RMFEX
Price
$54.54
Change
-$1.43 (-2.55%)
Updated
Dec 18 closing price
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EQNRX vs RMFEX

Header iconEQNRX vs RMFEX Comparison
Open Charts EQNRX vs RMFEXBanner chart's image
MFS Equity Income R1
Price$20.86
Change-$0.56 (-2.61%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$54.54
Change-$1.43 (-2.55%)
VolumeN/A
CapitalizationN/A
EQNRX vs RMFEX Comparison Chart
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EQNRX 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 EQNRX is a Hold and RMFEX is a Buy.

FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 98.7B vs. EQNRX (595M). RMFEX pays higher dividends than EQNRX: RMFEX (1.95) vs EQNRX (0.89). EQNRX was incepted earlier than RMFEX: EQNRX (12 years) vs RMFEX (22 years). EQNRX is a more actively managed with annual turnover of: 42.00 vs. RMFEX (25.00). EQNRX has a lower initial minimum investment than RMFEX: EQNRX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 12.89 vs. EQNRX (11.19). RMFEX return over 5 years is better than : 42.46 vs. EQNRX (36.44).
EQNRXRMFEXEQNRX / RMFEX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence12 years22 years-
Gain YTD9.56011.69382%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets595M98.7B1%
Annual Yield % from dividends0.891.9546%
Returns for 1 year11.1912.8987%
Returns for 3 years12.7215.1384%
Returns for 5 years36.4442.4686%
Returns for 10 years79.4367.84117%
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