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PEIJX vs RMFEX
PEIJX vs RMFEX Comparison
Open Charts PEIJX vs RMFEX
Principal Equity Income J
Price$37.09
Change+$0.34 (+0.93%)
VolumeN/A
Net Assets7.9B
American Funds American Mutual R4
Price$53.34
Change+$0.55 (+1.04%)
VolumeN/A
Net Assets96.25B
PEIJX vs RMFEX Comparison Chart
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PEIJX vs. RMFEX commentary
Apr 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: 96.2B vs. PEIJX (7.9B). RMFEX pays higher dividends than PEIJX: RMFEX (1.61) vs PEIJX (1.44). PEIJX was incepted earlier than RMFEX: PEIJX (7 years) vs RMFEX (23 years). PEIJX (0.81) 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 : 1.70 vs. PEIJX (-4.85). RMFEX return over 5 years is better than : 52.96 vs. PEIJX (44.67).
| PEIJX | RMFEX | PEIJX / RMFEX | |
| Total Expense Ratio | 0.81 | 0.62 | 131% |
| Annual Report Gross Expense Ratio | 0.81 | 0.62 | 131% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | -5.512 | -3.507 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.9B | 96.2B | 8% |
| Annual Yield % from dividends | 1.44 | 1.61 | 89% |
| Returns for 1 year | -4.85 | 1.70 | -286% |
| Returns for 3 years | -0.31 | 8.21 | -4% |
| Returns for 5 years | 44.67 | 52.96 | 84% |
| Returns for 10 years | N/A | 57.52 | - |