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NBHAX vs RMFEX
NBHAX vs RMFEX Comparison
Open Charts NBHAX vs RMFEX
Neuberger Berman Equity Income A
Price$14.52
Change-$0.09 (-0.62%)
VolumeN/A
Net Assets939.65M
American Funds American Mutual R4
Price$57.86
Change-$0.45 (-0.77%)
VolumeN/A
Net Assets105.76B
NBHAX vs RMFEX Comparison Chart
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NBHAX vs. RMFEX commentary
Jun 16, 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 NBHAX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 106B vs. NBHAX (940M). NBHAX (1.65) and RMFEX (1.58) have matching dividends . NBHAX was incepted earlier than RMFEX: NBHAX (17 years) vs RMFEX (23 years). NBHAX (1.09) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. NBHAX (28.00). RMFEX has a lower initial minimum investment than NBHAX: RMFEX (250) vs NBHAX (1000). NBHAX annual gain was more profitable for investors over the last year : 10.96 vs. RMFEX (9.03). RMFEX return over 5 years is better than : 62.32 vs. NBHAX (37.65).
| NBHAX | RMFEX | NBHAX / RMFEX | |
| Total Expense Ratio | 1.09 | 0.62 | 176% |
| Annual Report Gross Expense Ratio | 1.09 | 0.62 | 176% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 9.699 | 6.152 | 158% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 940M | 106B | 1% |
| Annual Yield % from dividends | 1.65 | 1.58 | 105% |
| Returns for 1 year | 10.96 | 9.03 | 121% |
| Returns for 3 years | 14.92 | 29.63 | 50% |
| Returns for 5 years | 37.65 | 62.32 | 60% |
| Returns for 10 years | 31.03 | 76.27 | 41% |
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