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FDERX vs RMFEX
FDERX vs RMFEX Comparison
Open Charts FDERX vs RMFEX
Federated Hermes Equity Income R
Price$21.97
Change-$0.06 (-0.27%)
VolumeN/A
Net Assets704.04M
American Funds American Mutual R4
Price$56.37
Change-$0.15 (-0.27%)
VolumeN/A
Net Assets103.21B
FDERX vs RMFEX Comparison Chart
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FDERX vs. RMFEX commentary
May 23, 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 FDERX is a StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. FDERX (704M). RMFEX pays higher dividends than FDERX: RMFEX (1.65) vs FDERX (0.70). FDERX was incepted earlier than RMFEX: FDERX (12 years) vs RMFEX (23 years). FDERX (1.57) is less costly to investors than RMFEX (0.62). FDERX is a more actively managed with annual turnover of: 74.00 vs. RMFEX (31.00). FDERX has a lower initial minimum investment than RMFEX: FDERX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 5.55 vs. FDERX (-8.74). RMFEX return over 5 years is better than : 61.67 vs. FDERX (25.64).
| FDERX | RMFEX | FDERX / RMFEX | |
| Total Expense Ratio | 1.36 | 0.62 | 219% |
| Annual Report Gross Expense Ratio | 1.57 | 0.62 | 253% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 0.445 | 3.037 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 704M | 103B | 1% |
| Annual Yield % from dividends | 0.70 | 1.65 | 43% |
| Returns for 1 year | -8.74 | 5.55 | -157% |
| Returns for 3 years | 0.14 | 19.57 | 1% |
| Returns for 5 years | 25.64 | 61.67 | 42% |
| Returns for 10 years | -0.48 | 67.98 | -1% |
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