EQNBX
Price
$22.80
Change
-$0.02 (-0.09%)
Updated
Jan 16 closing price
Net Assets
729.68M
RWMHX
Price
$66.81
Change
+$0.10 (+0.15%)
Updated
Jan 16 closing price
Net Assets
208.21B
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EQNBX vs RWMHX

Header iconEQNBX vs RWMHX Comparison
Open Charts EQNBX vs RWMHXBanner chart's image
MFS Equity Income B
Price$22.80
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets729.68M
American Funds Washington Mutual R5E
Price$66.81
Change+$0.10 (+0.15%)
VolumeN/A
Net Assets208.21B
EQNBX vs RWMHX Comparison Chart in %
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EQNBX vs. RWMHX commentary
Jan 18, 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 EQNBX is a Hold and RWMHX is a Hold.

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FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 208B vs. EQNBX (730M). RWMHX pays higher dividends than EQNBX: RWMHX (1.38) vs EQNBX (1.16). EQNBX was incepted earlier than RWMHX: EQNBX (13 years) vs RWMHX (10 years). EQNBX (1.68) is less costly to investors than RWMHX (0.41). EQNBX is a more actively managed with annual turnover of: 40.00 vs. RWMHX (29.00). RWMHX has a lower initial minimum investment than EQNBX: RWMHX (250) vs EQNBX (1000). RWMHX annual gain was more profitable for investors over the last year : 8.76 vs. EQNBX (7.07). RWMHX return over 5 years is better than : 40.39 vs. EQNBX (33.29).
EQNBXRWMHXEQNBX / RWMHX
Total Expense Ratio1.640.41400%
Annual Report Gross Expense Ratio1.680.41410%
Fund Existence13 years10 years-
Gain YTD4.1102.753149%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets730M208B0%
Annual Yield % from dividends1.161.3884%
Returns for 1 year7.078.7681%
Returns for 3 years27.6632.6485%
Returns for 5 years33.2940.3982%
Returns for 10 years112.44102.37110%
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