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PARWX vs RMFEX
PARWX vs RMFEX Comparison
Open Charts PARWX vs RMFEX
Parnassus Value Equity Investor
Price$49.32
Change-$2.42 (-4.68%)
VolumeN/A
Net Assets4.54B
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
PARWX vs RMFEX Comparison Chart
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PARWX vs. RMFEX commentary
Apr 05, 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 PARWX is a Hold and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. PARWX (4.55B). RMFEX pays higher dividends than PARWX: RMFEX (1.61) vs PARWX (1.02). PARWX was incepted earlier than RMFEX: PARWX (20 years) vs RMFEX (23 years). PARWX (0.93) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. PARWX (24.08). RMFEX has a lower initial minimum investment than PARWX: RMFEX (250) vs PARWX (2000). RMFEX annual gain was more profitable for investors over the last year : 7.10 vs. PARWX (-5.11). PARWX return over 5 years is better than : 100.60 vs. RMFEX (78.86).
| PARWX | RMFEX | PARWX / RMFEX | |
| Total Expense Ratio | 0.88 | 0.62 | 142% |
| Annual Report Gross Expense Ratio | 0.93 | 0.62 | 150% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | -1.354 | 2.891 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55B | 103B | 4% |
| Annual Yield % from dividends | 1.02 | 1.61 | 63% |
| Returns for 1 year | -5.11 | 7.10 | -72% |
| Returns for 3 years | 3.15 | 12.51 | 25% |
| Returns for 5 years | 100.60 | 78.86 | 128% |
| Returns for 10 years | 92.54 | 70.99 | 130% |
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