Interact to see
Advertisement
Advertisement
PEIIX vs RMFEX
PEIIX vs RMFEX Comparison
Open Charts PEIIX vs RMFEX
Principal Equity Income Inst
Price$39.69
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets8.41B
American Funds American Mutual R4
Price$57.70
Change-$0.05 (-0.09%)
VolumeN/A
Net Assets105.22B
PEIIX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PEIIX vs. RMFEX commentary
Jun 07, 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. PEIIX (8.41B). PEIIX (1.62) and RMFEX (1.58) have matching dividends . 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 : 8.80 vs. PEIIX (0.87). RMFEX return over 5 years is better than : 53.30 vs. PEIIX (39.51).
| 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 | 2.286 | 5.559 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 105B | 8% |
| Annual Yield % from dividends | 1.62 | 1.58 | 103% |
| Returns for 1 year | 0.87 | 8.80 | 10% |
| Returns for 3 years | 9.14 | 19.58 | 47% |
| Returns for 5 years | 39.51 | 53.30 | 74% |
| Returns for 10 years | 79.79 | 76.28 | 105% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement