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NBHRX vs RMFEX
NBHRX vs RMFEX Comparison
Open Charts NBHRX vs RMFEX
Neuberger Berman Equity Income R3
Price$14.64
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets952.32M
American Funds American Mutual R4
Price$59.66
Change+$0.26 (+0.44%)
VolumeN/A
Net Assets108.17B
NBHRX vs RMFEX Comparison Chart in %
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NBHRX vs. RMFEX commentary
Jul 18, 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 NBHRX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 108B vs. NBHRX (952M). RMFEX (1.53) and NBHRX (1.48) have matching dividends . NBHRX was incepted earlier than RMFEX: NBHRX (15 years) vs RMFEX (23 years). NBHRX (1.37) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. NBHRX (28.00). NBHRX has a lower initial minimum investment than RMFEX: NBHRX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 8.17 vs. NBHRX (7.03). RMFEX return over 5 years is better than : 59.19 vs. NBHRX (31.38).
| NBHRX | RMFEX | NBHRX / RMFEX | |
| Total Expense Ratio | 1.37 | 0.62 | 221% |
| Annual Report Gross Expense Ratio | 1.37 | 0.62 | 221% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 10.748 | 9.454 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 952M | 108B | 1% |
| Annual Yield % from dividends | 1.48 | 1.53 | 97% |
| Returns for 1 year | 7.03 | 8.17 | 86% |
| Returns for 3 years | 16.98 | 31.60 | 54% |
| Returns for 5 years | 31.38 | 59.19 | 53% |
| Returns for 10 years | 31.11 | 82.54 | 38% |
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