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NBHAX vs RMFEX
NBHAX vs RMFEX Comparison
Open Charts NBHAX vs RMFEX
Neuberger Berman Equity Income A
Price$14.48
Change+$0.07 (+0.49%)
VolumeN/A
Net Assets933.76M
American Funds American Mutual R4
Price$58.02
Change+$0.32 (+0.55%)
VolumeN/A
Net Assets105.22B
NBHAX vs RMFEX Comparison Chart
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NBHAX vs. RMFEX commentary
Jun 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 NBHAX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. NBHAX (934M). NBHAX (1.65) and RMFEX (1.58) have matching dividends . NBHAX was incepted earlier than RMFEX: NBHAX (17 years) vs RMFEX (23 years). NBHAX (1.09) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. NBHAX (28.00). RMFEX has a lower initial minimum investment than NBHAX: RMFEX (250) vs NBHAX (1000). RMFEX (9.37) and NBHAX (9.30) have marching annual gain over last year. RMFEX return over 5 years is better than : 54.01 vs. NBHAX (30.52).
| NBHAX | RMFEX | NBHAX / RMFEX | |
| Total Expense Ratio | 1.09 | 0.62 | 176% |
| Annual Report Gross Expense Ratio | 1.09 | 0.62 | 176% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 8.868 | 6.053 | 147% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 934M | 105B | 1% |
| Annual Yield % from dividends | 1.65 | 1.58 | 105% |
| Returns for 1 year | 9.30 | 9.37 | 99% |
| Returns for 3 years | 3.59 | 18.90 | 19% |
| Returns for 5 years | 30.52 | 54.01 | 57% |
| Returns for 10 years | 30.96 | 77.06 | 40% |
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