EQNSX
Price
$23.46
Change
+$0.19 (+0.82%)
Updated
Sep 4 closing price
Net Assets
674.39M
RMFEX
Price
$60.85
Change
+$0.06 (+0.10%)
Updated
Sep 5 closing price
Net Assets
109.46B
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EQNSX vs RMFEX

Header iconEQNSX vs RMFEX Comparison
Open Charts EQNSX vs RMFEXBanner chart's image
MFS Equity Income R2
Price$23.46
Change+$0.19 (+0.82%)
VolumeN/A
Net Assets674.39M
American Funds American Mutual R4
Price$60.85
Change+$0.06 (+0.10%)
VolumeN/A
Net Assets109.46B
EQNSX vs RMFEX Comparison Chart in %
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EQNSX vs. RMFEX commentary
Sep 08, 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 EQNSX is a Buy and RMFEX is a Buy.

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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. EQNSX (674M). EQNSX pays higher dividends than RMFEX: EQNSX (1.66) vs RMFEX (1.49). EQNSX was incepted earlier than RMFEX: EQNSX (13 years) vs RMFEX (23 years). EQNSX (1.20) is less costly to investors than RMFEX (0.62). EQNSX is a more actively managed with annual turnover of: 45.00 vs. RMFEX (31.00). EQNSX has a lower initial minimum investment than RMFEX: EQNSX (0) vs RMFEX (250). EQNSX annual gain was more profitable for investors over the last year : 8.98 vs. RMFEX (8.06). RMFEX (58.84) and EQNSX (58.16) have equivalent 5 years return.
EQNSXRMFEXEQNSX / RMFEX
Total Expense Ratio1.140.62184%
Annual Report Gross Expense Ratio1.200.62194%
Fund Existence13 years23 years-
Gain YTD12.36011.638106%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets674M109B1%
Annual Yield % from dividends1.661.49111%
Returns for 1 year8.988.06111%
Returns for 3 years36.8433.39110%
Returns for 5 years58.1658.8499%
Returns for 10 years114.8998.59117%
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