EQNSX
Price
$22.00
Change
-$0.20 (-0.90%)
Updated
Dec 12 closing price
Net Assets
699.46M
RWMHX
Price
$68.32
Change
-$0.76 (-1.10%)
Updated
Dec 12 closing price
Net Assets
209.48B
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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$22.00
Change-$0.20 (-0.90%)
VolumeN/A
Net Assets699.46M
American Funds Washington Mutual R5E
Price$68.32
Change-$0.76 (-1.10%)
VolumeN/A
Net Assets209.48B
EQNSX vs RWMHX Comparison Chart in %
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EQNSX vs. RWMHX commentary
Dec 14, 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 Hold and RWMHX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. EQNSX (699M). EQNSX pays higher dividends than RWMHX: EQNSX (1.65) vs RWMHX (1.30). 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). EQNSX annual gain was more profitable for investors over the last year : 9.23 vs. RWMHX (7.44). EQNSX return over 5 years is better than : 51.68 vs. RWMHX (46.49).
EQNSXRWMHXEQNSX / RWMHX
Total Expense Ratio1.140.41278%
Annual Report Gross Expense Ratio1.180.41288%
Fund Existence13 years10 years-
Gain YTD17.39213.679127%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets699M209B0%
Annual Yield % from dividends1.651.30127%
Returns for 1 year9.237.44124%
Returns for 3 years34.2832.98104%
Returns for 5 years51.6846.49111%
Returns for 10 years127.7984.62151%
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