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PEIIX vs RMFEX
PEIIX vs RMFEX Comparison
Open Charts PEIIX vs RMFEX
Principal Equity Income Inst
Price$40.61
Change+$0.32 (+0.79%)
VolumeN/A
Net Assets8.59B
American Funds American Mutual R4
Price$58.62
Change+$0.43 (+0.74%)
VolumeN/A
Net Assets106.24B
PEIIX vs RMFEX Comparison Chart in %
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PEIIX vs. RMFEX commentary
Jun 27, 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: 106B vs. PEIIX (8.59B). 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 : 9.98 vs. PEIIX (2.73). RMFEX return over 5 years is better than : 66.41 vs. PEIIX (54.90).
| 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 | 4.079 | 7.546 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.59B | 106B | 8% |
| Annual Yield % from dividends | 1.62 | 1.58 | 103% |
| Returns for 1 year | 2.73 | 9.98 | 27% |
| Returns for 3 years | 19.04 | 27.58 | 69% |
| Returns for 5 years | 54.90 | 66.41 | 83% |
| Returns for 10 years | 84.68 | 82.97 | 102% |
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