EQNSX
Price
$22.63
Change
+$0.05 (+0.22%)
Updated
Jan 14 closing price
Net Assets
722.77M
RWMHX
Price
$66.43
Change
-$0.08 (-0.12%)
Updated
Jan 14 closing price
Net Assets
208.21B
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EQNSX vs RWMHX

Header iconEQNSX vs RWMHX Comparison
Open Charts EQNSX vs RWMHXBanner chart's image
MFS Equity Income R2
Price$22.63
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets722.77M
American Funds Washington Mutual R5E
Price$66.43
Change-$0.08 (-0.12%)
VolumeN/A
Net Assets208.21B
EQNSX vs RWMHX Comparison Chart in %
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EQNSX vs. RWMHX commentary
Jan 15, 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 EQNSX is a Hold and RWMHX is a Hold.

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FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 208B vs. EQNSX (723M). EQNSX pays higher dividends than RWMHX: EQNSX (1.71) vs RWMHX (1.38). EQNSX was incepted earlier than RWMHX: EQNSX (13 years) vs RWMHX (10 years). EQNSX (1.18) is less costly to investors than RWMHX (0.41). EQNSX is a more actively managed with annual turnover of: 40.00 vs. RWMHX (29.00). EQNSX has a lower initial minimum investment than RWMHX: EQNSX (0) vs RWMHX (250). RWMHX annual gain was more profitable for investors over the last year : 9.89 vs. EQNSX (9.01). RWMHX return over 5 years is better than : 39.60 vs. EQNSX (36.88).
EQNSXRWMHXEQNSX / RWMHX
Total Expense Ratio1.140.41278%
Annual Report Gross Expense Ratio1.180.41288%
Fund Existence13 years10 years-
Gain YTD3.3332.169154%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets723M208B0%
Annual Yield % from dividends1.711.38123%
Returns for 1 year9.019.8991%
Returns for 3 years28.3831.3291%
Returns for 5 years36.8839.6093%
Returns for 10 years127.12101.22126%
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