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PBEAX vs RMFEX
PBEAX vs RMFEX Comparison
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PBEAX vs RMFEX Comparison Chart in %
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PBEAX vs. RMFEX commentary
Aug 23, 2026
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 PBEAX is a Buy and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 118B vs. PBEAX (792M). RMFEX pays higher dividends than PBEAX: RMFEX (1.41) vs PBEAX (0.58). PBEAX was incepted earlier than RMFEX: PBEAX (37 years) vs RMFEX (24 years). PBEAX (0.90) is less costly to investors than RMFEX (0.62). PBEAX is a more actively managed with annual turnover of: 46.00 vs. RMFEX (30.00). RMFEX has a lower initial minimum investment than PBEAX: RMFEX (250) vs PBEAX (1000). PBEAX annual gain was more profitable for investors over the last year : 17.34 vs. RMFEX (9.52). RMFEX return over 5 years is better than : 38.89 vs. PBEAX (29.53).
| PBEAX | RMFEX | PBEAX / RMFEX | |
| Total Expense Ratio | 0.86 | 0.62 | 139% |
| Annual Report Gross Expense Ratio | 0.90 | 0.62 | 145% |
| Fund Existence | 37 years | 24 years | - |
| Gain YTD | 18.374 | 10.681 | 172% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 792M | 118B | 1% |
| Annual Yield % from dividends | 0.58 | 1.41 | 41% |
| Returns for 1 year | 17.34 | 9.52 | 182% |
| Returns for 3 years | 45.62 | 40.18 | 114% |
| Returns for 5 years | 29.53 | 38.89 | 76% |
| Returns for 10 years | 67.42 | 100.46 | 67% |
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