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NBHRX vs RMFEX
NBHRX vs RMFEX Comparison
Open Charts NBHRX vs RMFEX
Neuberger Berman Equity Income R3
Price$14.79
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets967.25M
American Funds American Mutual R4
Price$59.82
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
NBHRX vs RMFEX Comparison Chart in %
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NBHRX 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 NBHRX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. NBHRX (967M). RMFEX (1.53) and NBHRX (1.48) have matching dividends . NBHRX was incepted earlier than RMFEX: NBHRX (15 years) vs RMFEX (23 years). NBHRX (1.37) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. NBHRX (28.00). NBHRX has a lower initial minimum investment than RMFEX: NBHRX (0) vs RMFEX (250). NBHRX (12.15) and RMFEX (11.81) have marching annual gain over last year. RMFEX return over 5 years is better than : 64.33 vs. NBHRX (37.65).
| NBHRX | RMFEX | NBHRX / RMFEX | |
| Total Expense Ratio | 1.37 | 0.62 | 221% |
| Annual Report Gross Expense Ratio | 1.37 | 0.62 | 221% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 12.113 | 9.748 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 967M | 109B | 1% |
| Annual Yield % from dividends | 1.48 | 1.53 | 97% |
| Returns for 1 year | 12.15 | 11.81 | 103% |
| Returns for 3 years | 16.28 | 30.45 | 53% |
| Returns for 5 years | 37.65 | 64.33 | 59% |
| Returns for 10 years | 35.10 | 86.20 | 41% |
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