Interact to see
Advertisement
Advertisement
OIERX vs RMFEX
OIERX vs RMFEX Comparison
Open Charts OIERX vs RMFEX
JPMorgan Equity Income R5
Price$25.52
Change+$0.17 (+0.67%)
VolumeN/A
Net Assets43.69B
American Funds American Mutual R4
Price$59.82
Change+$0.16 (+0.27%)
VolumeN/A
Net Assets108.64B
OIERX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OIERX vs. RMFEX commentary
Jul 18, 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 (43.7B). OIERX pays higher dividends than RMFEX: OIERX (1.81) vs RMFEX (1.53). 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 : 8.56 vs. OIERX (2.70). RMFEX (59.61) and OIERX (59.35) 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 | 6.806 | 9.748 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.7B | 109B | 40% |
| Annual Yield % from dividends | 1.81 | 1.53 | 118% |
| Returns for 1 year | 2.70 | 8.56 | 32% |
| Returns for 3 years | 24.47 | 33.00 | 74% |
| Returns for 5 years | 59.35 | 59.61 | 100% |
| Returns for 10 years | 106.53 | 82.98 | 128% |