Ad is loading...
PEIIX vs RMFEX
PEIIX vs RMFEX Comparison
Open Charts PEIIX vs RMFEX
Principal Equity Income Inst
Price$39.00
Change-$1.12 (-2.79%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$54.54
Change-$1.43 (-2.55%)
VolumeN/A
CapitalizationN/A
PEIIX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PEIIX vs. RMFEX commentary
Dec 19, 2024
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: 98.7B vs. PEIIX (8.97B). PEIIX pays higher dividends than RMFEX: PEIIX (2.07) vs RMFEX (1.95). PEIIX was incepted earlier than RMFEX: PEIIX (24 years) vs RMFEX (22 years). RMFEX is a more actively managed with annual turnover of: 25.00 vs. PEIIX (13.30). 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 : 12.89 vs. PEIIX (9.36). RMFEX return over 5 years is better than : 42.46 vs. PEIIX (27.42).
| PEIIX | RMFEX | PEIIX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 8.227 | 11.693 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.97B | 98.7B | 9% |
| Annual Yield % from dividends | 2.07 | 1.95 | 106% |
| Returns for 1 year | 9.36 | 12.89 | 73% |
| Returns for 3 years | 3.72 | 15.13 | 25% |
| Returns for 5 years | 27.42 | 42.46 | 65% |
| Returns for 10 years | 80.52 | 67.84 | 119% |
View a ticker or compare two or three
VS
VS
Ad is loading...