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OIERX vs RMFEX
OIERX vs RMFEX Comparison
Open Charts OIERX vs RMFEX
JPMorgan Equity Income R5
Price$25.22
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets42.79B
American Funds American Mutual R4
Price$59.73
Change-$0.05 (-0.08%)
VolumeN/A
Net Assets108.54B
OIERX vs RMFEX Comparison Chart in %
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OIERX vs. RMFEX commentary
Aug 08, 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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. OIERX (42.8B). OIERX pays higher dividends than RMFEX: OIERX (1.79) vs RMFEX (1.51). 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 : 11.42 vs. OIERX (7.00). RMFEX (56.63) and OIERX (54.77) have equivalent 5 years return.
| 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 | 6.392 | 9.583 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.8B | 109B | 39% |
| Annual Yield % from dividends | 1.79 | 1.51 | 118% |
| Returns for 1 year | 7.00 | 11.42 | 61% |
| Returns for 3 years | 17.37 | 26.71 | 65% |
| Returns for 5 years | 54.77 | 56.63 | 97% |
| Returns for 10 years | 107.91 | 83.15 | 130% |
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