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PEIIX vs RMFEX
PEIIX vs RMFEX Comparison
Open Charts PEIIX vs RMFEX
Principal Equity Income Inst
Price$41.36
Change+$0.11 (+0.27%)
VolumeN/A
Net Assets8.68B
American Funds American Mutual R4
Price$59.73
Change-$0.05 (-0.08%)
VolumeN/A
Net Assets108.54B
PEIIX vs RMFEX Comparison Chart in %
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PEIIX vs. RMFEX commentary
Aug 08, 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 Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. PEIIX (8.68B). RMFEX (1.51) and PEIIX (1.50) 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 : 11.42 vs. PEIIX (4.89). RMFEX return over 5 years is better than : 56.63 vs. PEIIX (42.94).
| 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 | 6.559 | 9.583 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.68B | 109B | 8% |
| Annual Yield % from dividends | 1.50 | 1.51 | 99% |
| Returns for 1 year | 4.89 | 11.42 | 43% |
| Returns for 3 years | 16.98 | 26.71 | 64% |
| Returns for 5 years | 42.94 | 56.63 | 76% |
| Returns for 10 years | 86.41 | 83.15 | 104% |
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