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NBHRX vs RMFEX
NBHRX vs RMFEX Comparison
Open Charts NBHRX vs RMFEX
Neuberger Berman Equity Income R3
Price$13.79
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets905.28M
American Funds American Mutual R4
Price$54.16
Change+$0.09 (+0.17%)
VolumeN/A
Net Assets98.75B
NBHRX vs RMFEX Comparison Chart
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NBHRX vs. RMFEX commentary
Apr 28, 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: 98.8B vs. NBHRX (905M). RMFEX pays higher dividends than NBHRX: RMFEX (1.61) vs NBHRX (1.48). 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 annual gain was more profitable for investors over the last year : 6.02 vs. RMFEX (4.49). RMFEX return over 5 years is better than : 56.93 vs. NBHRX (35.48).
| 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 | 4.132 | -1.003 | -412% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 905M | 98.8B | 1% |
| Annual Yield % from dividends | 1.48 | 1.61 | 92% |
| Returns for 1 year | 6.02 | 4.49 | 134% |
| Returns for 3 years | -0.21 | 12.76 | -2% |
| Returns for 5 years | 35.48 | 56.93 | 62% |
| Returns for 10 years | 19.75 | 61.56 | 32% |