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OIEIX vs RMFEX
OIEIX vs RMFEX Comparison
Open Charts OIEIX vs RMFEX
JPMorgan Equity Income A
Price$23.59
Change-$0.48 (-1.99%)
VolumeN/A
Net Assets43.52B
American Funds American Mutual R4
Price$56.52
Change-$0.83 (-1.45%)
VolumeN/A
Net Assets104.75B
OIEIX vs RMFEX Comparison Chart
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OIEIX vs. RMFEX commentary
May 22, 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 OIEIX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. OIEIX (43.5B). RMFEX (1.65) and OIEIX (1.63) have matching dividends . OIEIX was incepted earlier than RMFEX: OIEIX (33 years) vs RMFEX (23 years). OIEIX (0.95) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. OIEIX (20.00). RMFEX has a lower initial minimum investment than OIEIX: RMFEX (250) vs OIEIX (1000). RMFEX annual gain was more profitable for investors over the last year : 5.60 vs. OIEIX (1.82). OIEIX (64.04) and RMFEX (62.10) have equivalent 5 years return.
| OIEIX | RMFEX | OIEIX / RMFEX | |
| Total Expense Ratio | 0.95 | 0.62 | 153% |
| Annual Report Gross Expense Ratio | 0.95 | 0.62 | 153% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 3.341 | 3.311 | 101% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 105B | 41% |
| Annual Yield % from dividends | 1.63 | 1.65 | 99% |
| Returns for 1 year | 1.82 | 5.60 | 32% |
| Returns for 3 years | 16.19 | 21.59 | 75% |
| Returns for 5 years | 64.04 | 62.10 | 103% |
| Returns for 10 years | 92.68 | 68.42 | 135% |
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