EQNAX
Price
$23.34
Change
-$0.06 (-0.26%)
Updated
Sep 8 closing price
Net Assets
673.02M
RMFEX
Price
$60.78
Change
-$0.07 (-0.12%)
Updated
Sep 8 closing price
Net Assets
109.46B
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EQNAX vs RMFEX

Header iconEQNAX vs RMFEX Comparison
Open Charts EQNAX vs RMFEXBanner chart's image
MFS Equity Income A
Price$23.34
Change-$0.06 (-0.26%)
VolumeN/A
Net Assets673.02M
American Funds American Mutual R4
Price$60.78
Change-$0.07 (-0.12%)
VolumeN/A
Net Assets109.46B
EQNAX vs RMFEX Comparison Chart in %
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EQNAX vs. RMFEX commentary
Sep 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 EQNAX is a Buy and RMFEX is a Buy.

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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. EQNAX (673M). EQNAX pays higher dividends than RMFEX: EQNAX (1.87) vs RMFEX (1.49). EQNAX was incepted earlier than RMFEX: EQNAX (13 years) vs RMFEX (23 years). EQNAX (0.95) is less costly to investors than RMFEX (0.62). EQNAX is a more actively managed with annual turnover of: 45.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than EQNAX: RMFEX (250) vs EQNAX (1000). EQNAX annual gain was more profitable for investors over the last year : 10.79 vs. RMFEX (8.06). RMFEX (58.84) and EQNAX (58.05) have equivalent 5 years return.
EQNAXRMFEXEQNAX / RMFEX
Total Expense Ratio0.890.62144%
Annual Report Gross Expense Ratio0.950.62153%
Fund Existence13 years23 years-
Gain YTD12.36311.638106%
Front Load6%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets673M109B1%
Annual Yield % from dividends1.871.49126%
Returns for 1 year10.798.06134%
Returns for 3 years31.8333.3995%
Returns for 5 years58.0558.8499%
Returns for 10 years111.0098.59113%
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