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NBHAX vs RMFEX
NBHAX vs RMFEX Comparison
Open Charts NBHAX vs RMFEX
Neuberger Berman Equity Income A
Price$13.30
Change+$0.14 (+1.06%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$55.06
Change+$0.56 (+1.03%)
VolumeN/A
CapitalizationN/A
NBHAX vs RMFEX Comparison Chart
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NBHAX vs. RMFEX commentary
Dec 23, 2024
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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 102B vs. NBHAX (894M). RMFEX pays higher dividends than NBHAX: RMFEX (1.95) vs NBHAX (1.66). NBHAX was incepted earlier than RMFEX: NBHAX (17 years) vs RMFEX (23 years). NBHAX is a more actively managed with annual turnover of: 30.00 vs. RMFEX (25.00). RMFEX has a lower initial minimum investment than NBHAX: RMFEX (250) vs NBHAX (1000). RMFEX annual gain was more profitable for investors over the last year : 11.46 vs. NBHAX (8.67). RMFEX return over 5 years is better than : 39.98 vs. NBHAX (8.98).
| NBHAX | RMFEX | NBHAX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 7.634 | 10.279 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 894M | 102B | 1% |
| Annual Yield % from dividends | 1.66 | 1.95 | 85% |
| Returns for 1 year | 8.67 | 11.46 | 76% |
| Returns for 3 years | -2.09 | 13.43 | -16% |
| Returns for 5 years | 8.98 | 39.98 | 22% |
| Returns for 10 years | 19.64 | 65.36 | 30% |
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