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PEIJX vs RMFEX
PEIJX vs RMFEX Comparison
Open Charts PEIJX vs RMFEX
Principal Equity Income J
Price$37.60
Change-$1.80 (-4.57%)
VolumeN/A
Net Assets8.4B
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
PEIJX vs RMFEX Comparison Chart
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PEIJX vs. RMFEX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. PEIJX (8.4B). RMFEX pays higher dividends than PEIJX: RMFEX (1.61) vs PEIJX (1.44). PEIJX was incepted earlier than RMFEX: PEIJX (6 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 : 7.10 vs. PEIJX (0.14). RMFEX return over 5 years is better than : 78.86 vs. PEIJX (72.46).
| PEIJX | RMFEX | PEIJX / RMFEX | |
| Total Expense Ratio | 0.81 | 0.62 | 131% |
| Annual Report Gross Expense Ratio | 0.81 | 0.62 | 131% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 1.301 | 2.891 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.4B | 103B | 8% |
| Annual Yield % from dividends | 1.44 | 1.61 | 89% |
| Returns for 1 year | 0.14 | 7.10 | 2% |
| Returns for 3 years | 3.56 | 12.51 | 28% |
| Returns for 5 years | 72.46 | 78.86 | 92% |
| Returns for 10 years | N/A | 70.99 | - |
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