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PEIIX vs RMFEX
PEIIX vs RMFEX Comparison
Open Charts PEIIX vs RMFEX
Principal Equity Income Inst
Price$43.00
Change-$0.08 (-0.19%)
VolumeN/A
Net Assets8.9B
American Funds American Mutual R4
Price$62.60
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets112.6B
PEIIX vs RMFEX Comparison Chart in %
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PEIIX vs. RMFEX commentary
Oct 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 PEIIX is a Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 113B vs. PEIIX (8.91B). PEIIX pays higher dividends than RMFEX: PEIIX (1.54) vs RMFEX (1.46). PEIIX was incepted earlier than RMFEX: PEIIX (25 years) vs RMFEX (23 years). RMFEX (0.62) is less costly to investors than PEIIX (0.54). RMFEX is a more actively managed with annual turnover of: 31.00 vs. PEIIX (16.30). PEIIX has a lower initial minimum investment than RMFEX: PEIIX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 8.19 vs. PEIIX (1.57). RMFEX return over 5 years is better than : 61.35 vs. PEIIX (43.72).
| PEIIX | RMFEX | PEIIX / RMFEX | |
| Total Expense Ratio | 0.52 | 0.62 | 84% |
| Annual Report Gross Expense Ratio | 0.54 | 0.62 | 87% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 11.850 | 15.248 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.91B | 113B | 8% |
| Annual Yield % from dividends | 1.54 | 1.46 | 106% |
| Returns for 1 year | 1.57 | 8.19 | 19% |
| Returns for 3 years | 37.77 | 45.24 | 83% |
| Returns for 5 years | 43.72 | 61.35 | 71% |
| Returns for 10 years | 103.71 | 102.04 | 102% |
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