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PEIIX vs RMFEX
PEIIX vs RMFEX Comparison
Open Charts PEIIX vs RMFEX
Principal Equity Income Inst
Price$41.11
Change+$0.17 (+0.42%)
VolumeN/A
Net Assets8.67B
American Funds American Mutual R4
Price$59.66
Change+$0.26 (+0.44%)
VolumeN/A
Net Assets108.17B
PEIIX vs RMFEX Comparison Chart in %
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PEIIX vs. RMFEX commentary
Jul 18, 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: 108B vs. PEIIX (8.67B). RMFEX (1.53) and PEIIX (1.51) 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 : 8.17 vs. PEIIX (-0.36). RMFEX return over 5 years is better than : 59.19 vs. PEIIX (46.09).
| 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 | 5.758 | 9.454 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.67B | 108B | 8% |
| Annual Yield % from dividends | 1.51 | 1.53 | 99% |
| Returns for 1 year | -0.36 | 8.17 | -4% |
| Returns for 3 years | 22.62 | 31.60 | 72% |
| Returns for 5 years | 46.09 | 59.19 | 78% |
| Returns for 10 years | 83.83 | 82.54 | 102% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FDIV | 26.23 | 0.11 | +0.42% |
| MarketDesk Focused U.S. Dividend ETF | |||
| EVSD | 51.10 | 0.07 | +0.14% |
| Eaton Vance Short Duration Income ETF | |||
| GAM | 56.73 | 0.04 | +0.07% |
| General American Investors Company | |||
| SMI | 44.29 | N/A | N/A |
| VanEck HIP Sustainable Muni ETF | |||
| NBH | 9.84 | -0.02 | -0.20% |
| Neuberger Berman Municipal Fund | |||