EQNSX
Price
$24.01
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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EQNSX vs RMFEX

Header iconEQNSX vs RMFEX Comparison
Open Charts EQNSX vs RMFEXBanner chart's image
MFS Equity Income R2
Price$24.01
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
EQNSX vs RMFEX Comparison Chart in %
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EQNSX 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 EQNSX is a StrongBuy and RMFEX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. EQNSX (697M). EQNSX pays higher dividends than RMFEX: EQNSX (1.65) vs RMFEX (1.43). 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: 40.00 vs. RMFEX (31.00). EQNSX has a lower initial minimum investment than RMFEX: EQNSX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 5.83 vs. EQNSX (5.32). RMFEX return over 5 years is better than : 55.19 vs. EQNSX (49.24).
EQNSXRMFEXEQNSX / RMFEX
Total Expense Ratio1.140.62184%
Annual Report Gross Expense Ratio1.200.62194%
Fund Existence13 years23 years-
Gain YTD15.03415.28598%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets697M112B1%
Annual Yield % from dividends1.651.43116%
Returns for 1 year5.325.8391%
Returns for 3 years29.3528.26104%
Returns for 5 years49.2455.1989%
Returns for 10 years111.8597.17115%
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