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NBHRX vs RMFEX
NBHRX vs RMFEX Comparison
Open Charts NBHRX vs RMFEX
Neuberger Berman Equity Income R3
Price$14.40
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets933.76M
American Funds American Mutual R4
Price$57.70
Change-$0.05 (-0.09%)
VolumeN/A
Net Assets105.22B
NBHRX vs RMFEX Comparison Chart
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NBHRX 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 NBHRX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. NBHRX (934M). RMFEX pays higher dividends than NBHRX: RMFEX (1.58) vs NBHRX (1.44). 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). NBHRX (9.21) and RMFEX (8.80) have marching annual gain over last year. RMFEX return over 5 years is better than : 53.30 vs. NBHRX (29.28).
| 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 | 8.814 | 5.559 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 934M | 105B | 1% |
| Annual Yield % from dividends | 1.44 | 1.58 | 91% |
| Returns for 1 year | 9.21 | 8.80 | 105% |
| Returns for 3 years | 4.20 | 19.58 | 21% |
| Returns for 5 years | 29.28 | 53.30 | 55% |
| Returns for 10 years | 28.82 | 76.28 | 38% |
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