Interact to see
Advertisement
Advertisement
OIERX vs RMFEX
OIERX vs RMFEX Comparison
Open Charts OIERX vs RMFEX
JPMorgan Equity Income R5
Price$24.61
Change+$0.24 (+0.98%)
VolumeN/A
Net Assets42.85B
American Funds American Mutual R4
Price$58.02
Change+$0.32 (+0.55%)
VolumeN/A
Net Assets105.22B
OIERX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OIERX 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 OIERX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. OIERX (42.8B). OIERX pays higher dividends than RMFEX: OIERX (1.85) vs RMFEX (1.58). OIERX was incepted earlier than RMFEX: OIERX (14 years) vs RMFEX (23 years). RMFEX (0.62) is less costly to investors than OIERX (0.55). RMFEX is a more actively managed with annual turnover of: 31.00 vs. OIERX (20.00). OIERX has a lower initial minimum investment than RMFEX: OIERX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 9.37 vs. OIERX (3.06). RMFEX return over 5 years is better than : 54.01 vs. OIERX (49.26).
| OIERX | RMFEX | OIERX / RMFEX | |
| Total Expense Ratio | 0.55 | 0.62 | 89% |
| Annual Report Gross Expense Ratio | 0.55 | 0.62 | 89% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 2.510 | 6.053 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.8B | 105B | 41% |
| Annual Yield % from dividends | 1.85 | 1.58 | 117% |
| Returns for 1 year | 3.06 | 9.37 | 33% |
| Returns for 3 years | 9.66 | 18.90 | 51% |
| Returns for 5 years | 49.26 | 54.01 | 91% |
| Returns for 10 years | 101.60 | 77.06 | 132% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement