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OIERX vs RMFEX
OIERX vs RMFEX Comparison
Open Charts OIERX vs RMFEX
JPMorgan Equity Income R5
Price$26.28
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets43.85B
American Funds American Mutual R4
Price$62.60
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets112.6B
OIERX vs RMFEX Comparison Chart in %
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OIERX vs. RMFEX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 113B vs. OIERX (43.9B). OIERX pays higher dividends than RMFEX: OIERX (1.67) vs RMFEX (1.46). 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 : 8.19 vs. OIERX (3.55). RMFEX return over 5 years is better than : 61.35 vs. OIERX (55.95).
| 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 | 11.405 | 15.248 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.9B | 113B | 39% |
| Annual Yield % from dividends | 1.67 | 1.46 | 115% |
| Returns for 1 year | 3.55 | 8.19 | 43% |
| Returns for 3 years | 33.44 | 45.24 | 74% |
| Returns for 5 years | 55.95 | 61.35 | 91% |
| Returns for 10 years | 127.31 | 102.04 | 125% |
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