EQNRX
Price
$20.21
Change
-$1.04 (-4.89%)
Updated
Apr 3 closing price
Net Assets
608.47M
RMFEX
Price
$54.47
Change
-$1.82 (-3.23%)
Updated
Apr 3 closing price
Net Assets
102.75B
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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$20.21
Change-$1.04 (-4.89%)
VolumeN/A
Net Assets608.47M
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
EQNRX vs RMFEX Comparison Chart
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EQNRX vs. RMFEX commentary
Apr 05, 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 StrongBuy and RMFEX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. EQNRX (608M). RMFEX pays higher dividends than EQNRX: RMFEX (1.61) vs EQNRX (1.28). EQNRX was incepted earlier than RMFEX: EQNRX (13 years) vs RMFEX (23 years). EQNRX (1.70) is less costly to investors than RMFEX (0.62). EQNRX is a more actively managed with annual turnover of: 45.00 vs. RMFEX (31.00). 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 : 7.10 vs. EQNRX (0.43). EQNRX return over 5 years is better than : 85.01 vs. RMFEX (78.86).
EQNRXRMFEXEQNRX / RMFEX
Total Expense Ratio1.640.62265%
Annual Report Gross Expense Ratio1.700.62274%
Fund Existence13 years23 years-
Gain YTD1.1622.89140%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets608M103B1%
Annual Yield % from dividends1.281.6180%
Returns for 1 year0.437.106%
Returns for 3 years9.8312.5179%
Returns for 5 years85.0178.86108%
Returns for 10 years75.9370.99107%
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