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PARWX vs RMFEX
PARWX vs RMFEX Comparison
Open Charts PARWX vs RMFEX
Parnassus Value Equity Investor
Price$53.37
Change-$1.62 (-2.95%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$54.54
Change-$1.43 (-2.55%)
VolumeN/A
CapitalizationN/A
PARWX vs RMFEX Comparison Chart
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PARWX vs. RMFEX commentary
Dec 19, 2024
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 Sell and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 98.7B vs. PARWX (5.02B). RMFEX pays higher dividends than PARWX: RMFEX (1.95) vs PARWX (1.08). PARWX was incepted earlier than RMFEX: PARWX (20 years) vs RMFEX (22 years). PARWX is a more actively managed with annual turnover of: 30.19 vs. RMFEX (25.00). 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 : 12.89 vs. PARWX (10.35). PARWX return over 5 years is better than : 48.96 vs. RMFEX (42.46).
| PARWX | RMFEX | PARWX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 22 years | - |
| Gain YTD | 8.805 | 11.693 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.02B | 98.7B | 5% |
| Annual Yield % from dividends | 1.08 | 1.95 | 55% |
| Returns for 1 year | 10.35 | 12.89 | 80% |
| Returns for 3 years | 6.41 | 15.13 | 42% |
| Returns for 5 years | 48.96 | 42.46 | 115% |
| Returns for 10 years | 107.73 | 67.84 | 159% |
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