EQNSX
Price
$21.69
Change
+$0.02 (+0.09%)
Updated
Jun 5 closing price
Net Assets
623.38M
RMFEX
Price
$57.70
Change
-$0.05 (-0.09%)
Updated
Jun 5 closing price
Net Assets
105.22B
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EQNSX vs RMFEX

Header iconEQNSX vs RMFEX Comparison
Open Charts EQNSX vs RMFEXBanner chart's image
MFS Equity Income R2
Price$21.69
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets623.38M
American Funds American Mutual R4
Price$57.70
Change-$0.05 (-0.09%)
VolumeN/A
Net Assets105.22B
EQNSX vs RMFEX Comparison Chart
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EQNSX vs. RMFEX commentary
Jun 07, 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 EQNSX is a Buy and RMFEX is a Buy.

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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. EQNSX (623M). EQNSX pays higher dividends than RMFEX: EQNSX (1.76) vs RMFEX (1.58). EQNSX was incepted earlier than RMFEX: EQNSX (13 years) vs RMFEX (23 years). EQNSX (1.20) is less costly to investors than RMFEX (0.62). EQNSX is a more actively managed with annual turnover of: 45.00 vs. RMFEX (31.00). EQNSX has a lower initial minimum investment than RMFEX: EQNSX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 8.80 vs. EQNSX (2.56). RMFEX (53.30) and EQNSX (52.17) have equivalent 5 years return.
EQNSXRMFEXEQNSX / RMFEX
Total Expense Ratio1.140.62184%
Annual Report Gross Expense Ratio1.200.62194%
Fund Existence13 years23 years-
Gain YTD3.3685.55961%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets623M105B1%
Annual Yield % from dividends1.761.58112%
Returns for 1 year2.568.8029%
Returns for 3 years19.2619.5898%
Returns for 5 years52.1753.3098%
Returns for 10 years87.9776.28115%
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