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ITEAX vs RMFEX
ITEAX vs RMFEX Comparison
Open Charts ITEAX vs RMFEX
VY® T. Rowe Price Equity Income A
Price$10.15
Change+$0.06 (+0.59%)
VolumeN/A
Net Assets274.09M
American Funds American Mutual R4
Price$55.46
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets100.91B
ITEAX vs RMFEX Comparison Chart
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ITEAX vs. RMFEX commentary
May 09, 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 ITEAX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 101B vs. ITEAX (274M). RMFEX pays higher dividends than ITEAX: RMFEX (1.65) vs ITEAX (1.49). ITEAX was incepted earlier than RMFEX: ITEAX (21 years) vs RMFEX (23 years). ITEAX (1.24) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. ITEAX (21.00). ITEAX has a lower initial minimum investment than RMFEX: ITEAX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 5.68 vs. ITEAX (-1.87). RMFEX return over 5 years is better than : 58.56 vs. ITEAX (45.00).
| ITEAX | RMFEX | ITEAX / RMFEX | |
| Total Expense Ratio | 1.21 | 0.62 | 195% |
| Annual Report Gross Expense Ratio | 1.24 | 0.62 | 200% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -0.099 | 1.374 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 274M | 101B | 0% |
| Annual Yield % from dividends | 1.49 | 1.65 | 90% |
| Returns for 1 year | -1.87 | 5.68 | -33% |
| Returns for 3 years | -3.94 | 18.38 | -21% |
| Returns for 5 years | 45.00 | 58.56 | 77% |
| Returns for 10 years | -25.03 | 66.50 | -38% |