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PARWX vs RMFEX
PARWX vs RMFEX Comparison
Open Charts PARWX vs RMFEX
Parnassus Value Equity Investor
Price$50.87
Change+$0.47 (+0.93%)
VolumeN/A
Net Assets4.33B
American Funds American Mutual R4
Price$55.46
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets100.91B
PARWX vs RMFEX Comparison Chart
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PARWX vs. RMFEX commentary
May 09, 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 101B vs. PARWX (4.33B). RMFEX pays higher dividends than PARWX: RMFEX (1.65) vs PARWX (1.05). 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 : 5.68 vs. PARWX (-4.68). PARWX return over 5 years is better than : 64.67 vs. RMFEX (58.56).
| 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 | -3.908 | 1.374 | -285% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.33B | 101B | 4% |
| Annual Yield % from dividends | 1.05 | 1.65 | 64% |
| Returns for 1 year | -4.68 | 5.68 | -82% |
| Returns for 3 years | 11.82 | 18.38 | 64% |
| Returns for 5 years | 64.67 | 58.56 | 110% |
| Returns for 10 years | 83.94 | 66.50 | 126% |