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PEIIX vs RMFEX
PEIIX vs RMFEX Comparison
Open Charts PEIIX vs RMFEX
Principal Equity Income Inst
Price$40.32
Change+$0.24 (+0.60%)
VolumeN/A
Net Assets8.92B
American Funds American Mutual R4
Price$56.11
Change+$0.29 (+0.52%)
VolumeN/A
Net Assets103.41B
PEIIX vs RMFEX Comparison Chart
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PEIIX vs. RMFEX commentary
Jan 19, 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: 103B vs. PEIIX (8.92B). PEIIX pays higher dividends than RMFEX: PEIIX (2.07) vs RMFEX (1.95). PEIIX was incepted earlier than RMFEX: PEIIX (24 years) vs RMFEX (23 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 : 12.78 vs. PEIIX (10.11). RMFEX return over 5 years is better than : 39.96 vs. PEIIX (25.30).
| PEIIX | RMFEX | PEIIX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 2.638 | 2.167 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.92B | 103B | 9% |
| Annual Yield % from dividends | 2.07 | 1.95 | 106% |
| Returns for 1 year | 10.11 | 12.78 | 79% |
| Returns for 3 years | 2.47 | 13.63 | 18% |
| Returns for 5 years | 25.30 | 39.96 | 63% |
| Returns for 10 years | 84.37 | 71.41 | 118% |
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