EQNAX
Price
$23.95
Change
+$0.20 (+0.84%)
Updated
Dec 3 closing price
Net Assets
696.85M
RMFEX
Price
$62.90
Change
+$0.30 (+0.48%)
Updated
Dec 3 closing price
Net Assets
111.8B
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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$23.95
Change+$0.20 (+0.84%)
VolumeN/A
Net Assets696.85M
American Funds American Mutual R4
Price$62.90
Change+$0.30 (+0.48%)
VolumeN/A
Net Assets111.8B
EQNAX vs RMFEX Comparison Chart in %
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EQNAX vs. RMFEX commentary
Dec 04, 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 StrongBuy and RMFEX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. EQNAX (697M). EQNAX pays higher dividends than RMFEX: EQNAX (1.86) vs RMFEX (1.43). 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: 40.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than EQNAX: RMFEX (250) vs EQNAX (1000). RMFEX (5.83) and EQNAX (5.57) have marching annual gain over last year. RMFEX return over 5 years is better than : 55.19 vs. EQNAX (48.51).
EQNAXRMFEXEQNAX / RMFEX
Total Expense Ratio0.890.62144%
Annual Report Gross Expense Ratio0.950.62153%
Fund Existence13 years23 years-
Gain YTD15.30815.285100%
Front Load6%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets697M112B1%
Annual Yield % from dividends1.861.43130%
Returns for 1 year5.575.8395%
Returns for 3 years29.8328.26106%
Returns for 5 years48.5155.1988%
Returns for 10 years108.2597.17111%
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