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PEIIX vs RMFCX
PEIIX vs RMFCX Comparison
Open Charts PEIIX vs RMFCX
Principal Equity Income Inst
Price$41.11
Change+$0.17 (+0.42%)
VolumeN/A
Net Assets8.67B
American Funds American Mutual R3
Price$59.29
Change+$0.26 (+0.44%)
VolumeN/A
Net Assets108.17B
PEIIX vs RMFCX Comparison Chart in %
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PEIIX vs. RMFCX 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 PEIIX is a Buy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 108B vs. PEIIX (8.67B). PEIIX pays higher dividends than RMFCX: PEIIX (1.51) vs RMFCX (1.27). PEIIX was incepted earlier than RMFCX: PEIIX (25 years) vs RMFCX (23 years). RMFCX (0.91) is less costly to investors than PEIIX (0.54). RMFCX is a more actively managed with annual turnover of: 31.00 vs. PEIIX (16.30). PEIIX has a lower initial minimum investment than RMFCX: PEIIX (0) vs RMFCX (250). RMFCX annual gain was more profitable for investors over the last year : 7.82 vs. PEIIX (-0.36). RMFCX return over 5 years is better than : 56.75 vs. PEIIX (46.09).
| PEIIX | RMFCX | PEIIX / RMFCX | |
| Total Expense Ratio | 0.52 | 0.91 | 57% |
| Annual Report Gross Expense Ratio | 0.54 | 0.91 | 59% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 5.758 | 9.283 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.67B | 108B | 8% |
| Annual Yield % from dividends | 1.51 | 1.27 | 119% |
| Returns for 1 year | -0.36 | 7.82 | -5% |
| Returns for 3 years | 22.62 | 30.38 | 74% |
| Returns for 5 years | 46.09 | 56.75 | 81% |
| Returns for 10 years | 83.83 | 75.64 | 111% |
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