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PARWX vs RMFEX
PARWX vs RMFEX Comparison
Open Charts PARWX vs RMFEX
Parnassus Value Equity Investor
Price$55.85
Change+$0.29 (+0.52%)
VolumeN/A
Net Assets4.56B
American Funds American Mutual R4
Price$59.82
Change+$0.16 (+0.27%)
VolumeN/A
Net Assets108.64B
PARWX vs RMFEX Comparison Chart in %
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PARWX vs. RMFEX commentary
Jul 18, 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 Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. PARWX (4.56B). RMFEX pays higher dividends than PARWX: RMFEX (1.53) vs PARWX (0.95). PARWX was incepted earlier than RMFEX: PARWX (20 years) vs RMFEX (23 years). PARWX (0.91) 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 : 8.56 vs. PARWX (0.84). PARWX (61.07) and RMFEX (59.61) have equivalent 5 years return.
| PARWX | RMFEX | PARWX / RMFEX | |
| Total Expense Ratio | 0.88 | 0.62 | 142% |
| Annual Report Gross Expense Ratio | 0.91 | 0.62 | 147% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 5.929 | 9.748 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 109B | 4% |
| Annual Yield % from dividends | 0.95 | 1.53 | 62% |
| Returns for 1 year | 0.84 | 8.56 | 10% |
| Returns for 3 years | 26.00 | 33.00 | 79% |
| Returns for 5 years | 61.07 | 59.61 | 102% |
| Returns for 10 years | 98.92 | 82.98 | 119% |