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OIEFX vs RMFEX
OIEFX vs RMFEX Comparison
Open Charts OIEFX vs RMFEX
JPMorgan Equity Income R2
Price$24.94
Change+$0.10 (+0.40%)
VolumeN/A
Net Assets44.51B
American Funds American Mutual R4
Price$59.82
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
OIEFX vs RMFEX Comparison Chart in %
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OIEFX 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 OIEFX is a StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. OIEFX (44.5B). RMFEX pays higher dividends than OIEFX: RMFEX (1.53) vs OIEFX (1.25). OIEFX was incepted earlier than RMFEX: OIEFX (14 years) vs RMFEX (23 years). OIEFX (1.21) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. OIEFX (20.00). OIEFX has a lower initial minimum investment than RMFEX: OIEFX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 11.81 vs. OIEFX (8.32). RMFEX (64.33) and OIEFX (62.97) have equivalent 5 years return.
| OIEFX | RMFEX | OIEFX / RMFEX | |
| Total Expense Ratio | 1.21 | 0.62 | 195% |
| Annual Report Gross Expense Ratio | 1.21 | 0.62 | 195% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 7.877 | 9.748 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.5B | 109B | 41% |
| Annual Yield % from dividends | 1.25 | 1.53 | 81% |
| Returns for 1 year | 8.32 | 11.81 | 70% |
| Returns for 3 years | 21.61 | 30.45 | 71% |
| Returns for 5 years | 62.97 | 64.33 | 98% |
| Returns for 10 years | 101.91 | 86.20 | 118% |