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FRETX vs RMFEX
FRETX vs RMFEX Comparison
Open Charts FRETX vs RMFEX
Franklin Equity Income C
Price$28.11
Change-$1.77 (-5.92%)
VolumeN/A
Net Assets3.71B
American Funds American Mutual R4
Price$51.43
Change-$3.04 (-5.58%)
VolumeN/A
Net Assets93.86B
FRETX vs RMFEX Comparison Chart
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FRETX vs. RMFEX commentary
Apr 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 FRETX is a Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 93.9B vs. FRETX (3.71B). RMFEX pays higher dividends than FRETX: RMFEX (1.61) vs FRETX (1.45). FRETX was incepted earlier than RMFEX: FRETX (30 years) vs RMFEX (23 years). FRETX (1.59) is less costly to investors than RMFEX (0.62). RMFEX (31.00) and FRETX (29.71) have comparable annual turnover. RMFEX has a lower initial minimum investment than FRETX: RMFEX (250) vs FRETX (1000). RMFEX annual gain was more profitable for investors over the last year : -1.34 vs. FRETX (-7.83). RMFEX return over 5 years is better than : 63.42 vs. FRETX (48.59).
| FRETX | RMFEX | FRETX / RMFEX | |
| Total Expense Ratio | 1.58 | 0.62 | 255% |
| Annual Report Gross Expense Ratio | 1.59 | 0.62 | 256% |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | -9.201 | -5.993 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.71B | 93.9B | 4% |
| Annual Yield % from dividends | 1.45 | 1.61 | 90% |
| Returns for 1 year | -7.83 | -1.34 | 587% |
| Returns for 3 years | -5.20 | 3.22 | -161% |
| Returns for 5 years | 48.59 | 63.42 | 77% |
| Returns for 10 years | 30.34 | 56.19 | 54% |
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