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PEIIX vs RMFEX
PEIIX vs RMFEX Comparison
Open Charts PEIIX vs RMFEX
Principal Equity Income Inst
Price$38.85
Change-$0.52 (-1.32%)
VolumeN/A
Net Assets8.41B
American Funds American Mutual R4
Price$55.58
Change-$0.56 (-1.00%)
VolumeN/A
Net Assets102.33B
PEIIX vs RMFEX Comparison Chart
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PEIIX vs. RMFEX commentary
Mar 12, 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 Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 102B vs. PEIIX (8.41B). PEIIX (1.63) and RMFEX (1.56) 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 : 7.31 vs. PEIIX (3.68). RMFEX return over 5 years is better than : 66.45 vs. PEIIX (58.00).
| 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 | 2.561 | 2.221 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 102B | 8% |
| Annual Yield % from dividends | 1.63 | 1.56 | 105% |
| Returns for 1 year | 3.68 | 7.31 | 50% |
| Returns for 3 years | 11.03 | 17.91 | 62% |
| Returns for 5 years | 58.00 | 66.45 | 87% |
| Returns for 10 years | 82.28 | 72.96 | 113% |
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