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PEIIX vs RMFEX
PEIIX vs RMFEX Comparison
Open Charts PEIIX vs RMFEX
Principal Equity Income Inst
Price$37.10
Change+$0.33 (+0.90%)
VolumeN/A
Net Assets7.9B
American Funds American Mutual R4
Price$53.34
Change+$0.55 (+1.04%)
VolumeN/A
Net Assets96.25B
PEIIX vs RMFEX Comparison Chart
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PEIIX vs. RMFEX 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 96.2B vs. PEIIX (7.9B). PEIIX (1.64) and RMFEX (1.61) 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 : 1.70 vs. PEIIX (-4.62). RMFEX return over 5 years is better than : 52.96 vs. PEIIX (46.14).
| 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 | -5.406 | -3.507 | 154% |
| 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 | 1.61 | 102% |
| Returns for 1 year | -4.62 | 1.70 | -273% |
| Returns for 3 years | 0.25 | 8.21 | 3% |
| Returns for 5 years | 46.14 | 52.96 | 87% |
| Returns for 10 years | 62.08 | 57.52 | 108% |