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PEIJX vs RMFEX
PEIJX vs RMFEX Comparison
Open Charts PEIJX vs RMFEX
Principal Equity Income J
Price$39.00
Change-$0.13 (-0.33%)
VolumeN/A
Net Assets8.34B
American Funds American Mutual R4
Price$56.25
Change-$0.12 (-0.21%)
VolumeN/A
Net Assets102.7B
PEIJX vs RMFEX Comparison Chart
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PEIJX vs. RMFEX commentary
May 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 PEIJX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. PEIJX (8.34B). RMFEX pays higher dividends than PEIJX: RMFEX (1.65) vs PEIJX (1.48). PEIJX was incepted earlier than RMFEX: PEIJX (7 years) vs RMFEX (23 years). PEIJX (0.76) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. PEIJX (16.30). RMFEX has a lower initial minimum investment than PEIJX: RMFEX (250) vs PEIJX (1000). RMFEX annual gain was more profitable for investors over the last year : 6.45 vs. PEIJX (-0.92). RMFEX return over 5 years is better than : 61.32 vs. PEIJX (51.41).
| PEIJX | RMFEX | PEIJX / RMFEX | |
| Total Expense Ratio | 0.76 | 0.62 | 123% |
| Annual Report Gross Expense Ratio | 0.76 | 0.62 | 123% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 0.273 | 2.818 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.34B | 103B | 8% |
| Annual Yield % from dividends | 1.48 | 1.65 | 90% |
| Returns for 1 year | -0.92 | 6.45 | -14% |
| Returns for 3 years | 9.56 | 18.82 | 51% |
| Returns for 5 years | 51.41 | 61.32 | 84% |
| Returns for 10 years | N/A | 69.37 | - |
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