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OIERX vs RMFEX
OIERX vs RMFEX Comparison
Open Charts OIERX vs RMFEX
JPMorgan Equity Income R5
Price$26.17
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets43.95B
American Funds American Mutual R4
Price$60.97
Change+$0.10 (+0.16%)
VolumeN/A
Net Assets108.91B
OIERX vs RMFEX Comparison Chart in %
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OIERX vs. RMFEX commentary
Aug 29, 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: 109B vs. OIERX (43.9B). OIERX pays higher dividends than RMFEX: OIERX (1.79) vs RMFEX (1.51). OIERX was incepted earlier than RMFEX: OIERX (15 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 : 7.31 vs. OIERX (4.74). RMFEX (56.62) and OIERX (56.01) 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 | 15 years | 23 years | - |
| Gain YTD | 10.482 | 11.858 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.9B | 109B | 40% |
| Annual Yield % from dividends | 1.79 | 1.51 | 118% |
| Returns for 1 year | 4.74 | 7.31 | 65% |
| Returns for 3 years | 22.70 | 30.46 | 75% |
| Returns for 5 years | 56.01 | 56.62 | 99% |
| Returns for 10 years | 130.00 | 98.75 | 132% |
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