EQNSX
Price
$22.94
Change
+$0.11 (+0.48%)
Updated
Jul 3 closing price
Net Assets
663.04M
RMFEX
Price
$59.82
Change
+$0.38 (+0.64%)
Updated
Jul 3 closing price
Net Assets
109.01B
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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$22.94
Change+$0.11 (+0.48%)
VolumeN/A
Net Assets663.04M
American Funds American Mutual R4
Price$59.82
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
EQNSX vs RMFEX Comparison Chart in %
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EQNSX vs. RMFEX commentary
Jul 07, 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 (663M). EQNSX pays higher dividends than RMFEX: EQNSX (1.72) vs RMFEX (1.53). 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). RMFEX annual gain was more profitable for investors over the last year : 11.81 vs. EQNSX (7.49). EQNSX (66.88) and RMFEX (64.33) have equivalent 5 years return.
EQNSXRMFEXEQNSX / RMFEX
Total Expense Ratio1.140.62184%
Annual Report Gross Expense Ratio1.200.62194%
Fund Existence13 years23 years-
Gain YTD9.9639.748102%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets663M109B1%
Annual Yield % from dividends1.721.53112%
Returns for 1 year7.4911.8163%
Returns for 3 years36.9730.45121%
Returns for 5 years66.8864.33104%
Returns for 10 years99.1786.20115%
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