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OIERX vs RMFEX
OIERX vs RMFEX Comparison
Open Charts OIERX vs RMFEX
JPMorgan Equity Income R5
Price$24.99
Change+$0.14 (+0.56%)
VolumeN/A
Net Assets43.37B
American Funds American Mutual R4
Price$58.62
Change+$0.43 (+0.74%)
VolumeN/A
Net Assets106.24B
OIERX vs RMFEX Comparison Chart in %
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OIERX vs. RMFEX commentary
Jun 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 OIERX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 106B vs. OIERX (43.4B). 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 : 9.98 vs. OIERX (5.59). OIERX (67.11) and RMFEX (66.41) 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 | 4.529 | 7.546 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.4B | 106B | 41% |
| Annual Yield % from dividends | 1.85 | 1.58 | 117% |
| Returns for 1 year | 5.59 | 9.98 | 56% |
| Returns for 3 years | 18.72 | 27.58 | 68% |
| Returns for 5 years | 67.11 | 66.41 | 101% |
| Returns for 10 years | 107.93 | 82.97 | 130% |
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