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FDERX vs RMFEX
FDERX vs RMFEX Comparison
Open Charts FDERX vs RMFEX
Federated Hermes Equity Income R
Price$21.09
Change+$1.29 (+6.52%)
VolumeN/A
Net Assets640.65M
American Funds American Mutual R4
Price$53.89
Change+$3.35 (+6.63%)
VolumeN/A
Net Assets92.19B
FDERX vs RMFEX Comparison Chart
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FDERX vs. RMFEX commentary
Apr 11, 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 92.2B vs. FDERX (641M). RMFEX pays higher dividends than FDERX: RMFEX (1.61) vs FDERX (0.65). 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 : -4.11 vs. FDERX (-17.91). RMFEX return over 5 years is better than : 47.69 vs. FDERX (15.41).
| 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 | -9.763 | -7.620 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 641M | 92.2B | 1% |
| Annual Yield % from dividends | 0.65 | 1.61 | 40% |
| Returns for 1 year | -17.91 | -4.11 | 436% |
| Returns for 3 years | -16.77 | 0.28 | -6,062% |
| Returns for 5 years | 15.41 | 47.69 | 32% |
| Returns for 10 years | -9.39 | 51.93 | -18% |
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