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PEIIX vs RMFCX
PEIIX vs RMFCX Comparison
Open Charts PEIIX vs RMFCX
Principal Equity Income Inst
Price$37.10
Change+$0.33 (+0.90%)
VolumeN/A
Net Assets7.9B
American Funds American Mutual R3
Price$53.01
Change+$0.55 (+1.05%)
VolumeN/A
Net Assets96.25B
PEIIX vs RMFCX Comparison Chart
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PEIIX vs. RMFCX commentary
Apr 25, 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: 96.2B vs. PEIIX (7.9B). PEIIX pays higher dividends than RMFCX: PEIIX (1.64) vs RMFCX (1.34). 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 : 1.37 vs. PEIIX (-4.62). RMFCX return over 5 years is better than : 50.63 vs. PEIIX (46.14).
| 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 | -5.406 | -3.599 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.9B | 96.2B | 8% |
| Annual Yield % from dividends | 1.64 | 1.34 | 122% |
| Returns for 1 year | -4.62 | 1.37 | -337% |
| Returns for 3 years | 0.25 | 7.19 | 3% |
| Returns for 5 years | 46.14 | 50.63 | 91% |
| Returns for 10 years | 62.08 | 51.64 | 120% |
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