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PARWX vs RMFEX
PARWX vs RMFEX Comparison
Open Charts PARWX vs RMFEX
Parnassus Value Equity Investor
Price$56.33
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets4.57B
American Funds American Mutual R4
Price$59.78
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets108.54B
PARWX vs RMFEX Comparison Chart in %
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PARWX vs. RMFEX commentary
Aug 08, 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 (4.57B). RMFEX pays higher dividends than PARWX: RMFEX (1.51) vs PARWX (0.93). 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 : 11.05 vs. PARWX (8.42). PARWX (56.86) and RMFEX (56.76) 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 | 7.436 | 9.675 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.57B | 109B | 4% |
| Annual Yield % from dividends | 0.93 | 1.51 | 61% |
| Returns for 1 year | 8.42 | 11.05 | 76% |
| Returns for 3 years | 22.00 | 26.87 | 82% |
| Returns for 5 years | 56.86 | 56.76 | 100% |
| Returns for 10 years | 104.12 | 85.72 | 121% |
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