EQNTX
Price
$22.41
Change
+$0.09 (+0.40%)
Updated
Jun 27 closing price
Net Assets
644.24M
RMFEX
Price
$58.76
Change
+$0.14 (+0.24%)
Updated
Jun 27 closing price
Net Assets
107B
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EQNTX vs RMFEX

Header iconEQNTX vs RMFEX Comparison
Open Charts EQNTX vs RMFEXBanner chart's image
MFS Equity Income R3
Price$22.41
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets644.24M
American Funds American Mutual R4
Price$58.76
Change+$0.14 (+0.24%)
VolumeN/A
Net Assets107B
EQNTX vs RMFEX Comparison Chart in %
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EQNTX vs. RMFEX commentary
Jun 28, 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 EQNTX is a Buy and RMFEX is a Buy.

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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 107B vs. EQNTX (644M). EQNTX pays higher dividends than RMFEX: EQNTX (2.01) vs RMFEX (1.58). EQNTX was incepted earlier than RMFEX: EQNTX (13 years) vs RMFEX (23 years). EQNTX (0.95) is less costly to investors than RMFEX (0.62). EQNTX is a more actively managed with annual turnover of: 45.00 vs. RMFEX (31.00). EQNTX has a lower initial minimum investment than RMFEX: EQNTX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 10.28 vs. EQNTX (5.89). EQNTX (69.47) and RMFEX (66.81) have equivalent 5 years return.
EQNTXRMFEXEQNTX / RMFEX
Total Expense Ratio0.890.62144%
Annual Report Gross Expense Ratio0.950.62153%
Fund Existence13 years23 years-
Gain YTD7.2447.80393%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets644M107B1%
Annual Yield % from dividends2.011.58127%
Returns for 1 year5.8910.2857%
Returns for 3 years33.9529.02117%
Returns for 5 years69.4766.81104%
Returns for 10 years99.6183.20120%
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