EQNAX
Price
$23.20
Change
-$0.34 (-1.44%)
Updated
Feb 3 closing price
Net Assets
739.64M
RWMHX
Price
$66.01
Change
-$1.03 (-1.54%)
Updated
Feb 3 closing price
Net Assets
208.21B
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EQNAX vs RWMHX

Header iconEQNAX vs RWMHX Comparison
Open Charts EQNAX vs RWMHXBanner chart's image
MFS Equity Income A
Price$23.20
Change-$0.34 (-1.44%)
VolumeN/A
Net Assets739.64M
American Funds Washington Mutual R5E
Price$66.01
Change-$1.03 (-1.54%)
VolumeN/A
Net Assets208.21B
EQNAX vs RWMHX Comparison Chart in %
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EQNAX vs. RWMHX commentary
Feb 05, 2026

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 RWMHX is a Hold.

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FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 208B vs. EQNAX (740M). EQNAX pays higher dividends than RWMHX: EQNAX (1.84) vs RWMHX (1.36). EQNAX was incepted earlier than RWMHX: EQNAX (13 years) vs RWMHX (10 years). EQNAX (0.93) is less costly to investors than RWMHX (0.41). EQNAX is a more actively managed with annual turnover of: 40.00 vs. RWMHX (29.00). RWMHX has a lower initial minimum investment than EQNAX: RWMHX (250) vs EQNAX (1000). EQNAX annual gain was more profitable for investors over the last year : 9.42 vs. RWMHX (5.40). EQNAX (37.30) and RWMHX (37.20) have equivalent 5 years return.
EQNAXRWMHXEQNAX / RWMHX
Total Expense Ratio0.890.41217%
Annual Report Gross Expense Ratio0.930.41227%
Fund Existence13 years10 years-
Gain YTD6.3241.523415%
Front Load6%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets740M208B0%
Annual Yield % from dividends1.841.36135%
Returns for 1 year9.425.40175%
Returns for 3 years30.8530.10102%
Returns for 5 years37.3037.20100%
Returns for 10 years130.6096.94135%
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