EQNSX
Price
$20.36
Change
+$0.33 (+1.65%)
Updated
Apr 24 closing price
Net Assets
573.96M
RMFEX
Price
$53.34
Change
+$0.55 (+1.04%)
Updated
Apr 23 closing price
Net Assets
96.25B
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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$20.36
Change+$0.33 (+1.65%)
VolumeN/A
Net Assets573.96M
American Funds American Mutual R4
Price$53.34
Change+$0.55 (+1.04%)
VolumeN/A
Net Assets96.25B
EQNSX vs RMFEX Comparison Chart
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EQNSX vs. RMFEX commentary
Apr 25, 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: 96.2B vs. EQNSX (574M). EQNSX pays higher dividends than RMFEX: EQNSX (1.81) vs RMFEX (1.61). 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 : 1.70 vs. EQNSX (-3.64). EQNSX return over 5 years is better than : 58.04 vs. RMFEX (52.96).
EQNSXRMFEXEQNSX / RMFEX
Total Expense Ratio1.140.62184%
Annual Report Gross Expense Ratio1.200.62194%
Fund Existence13 years23 years-
Gain YTD-5.409-3.507154%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets574M96.2B1%
Annual Yield % from dividends1.811.61112%
Returns for 1 year-3.641.70-215%
Returns for 3 years8.458.21103%
Returns for 5 years58.0452.96110%
Returns for 10 years69.5157.52121%
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