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OIEPX vs RMFCX
OIEPX vs RMFCX Comparison
Open Charts OIEPX vs RMFCX
JPMorgan Equity Income R3
Price$24.24
Change-$0.11 (-0.45%)
VolumeN/A
Net Assets43.57B
American Funds American Mutual R3
Price$57.84
Change-$0.25 (-0.43%)
VolumeN/A
Net Assets106.71B
OIEPX vs RMFCX Comparison Chart in %
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OIEPX vs. RMFCX commentary
Jun 27, 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 OIEPX is a Buy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 107B vs. OIEPX (43.6B). OIEPX pays higher dividends than RMFCX: OIEPX (1.51) vs RMFCX (1.31). OIEPX was incepted earlier than RMFCX: OIEPX (9 years) vs RMFCX (23 years). OIEPX (0.95) and RMFCX (0.91) have similar cost to investors . RMFCX is a more actively managed with annual turnover of: 31.00 vs. OIEPX (20.00). OIEPX has a lower initial minimum investment than RMFCX: OIEPX (0) vs RMFCX (250). RMFCX annual gain was more profitable for investors over the last year : 8.55 vs. OIEPX (5.10). OIEPX (64.76) and RMFCX (62.66) have equivalent 5 years return.
| OIEPX | RMFCX | OIEPX / RMFCX | |
| Total Expense Ratio | 0.95 | 0.91 | 104% |
| Annual Report Gross Expense Ratio | 0.95 | 0.91 | 104% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 4.772 | 6.610 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.6B | 107B | 41% |
| Annual Yield % from dividends | 1.51 | 1.31 | 115% |
| Returns for 1 year | 5.10 | 8.55 | 60% |
| Returns for 3 years | 18.03 | 25.64 | 70% |
| Returns for 5 years | 64.76 | 62.66 | 103% |
| Returns for 10 years | N/A | 71.25 | - |
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