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PEIJX vs RMFEX
PEIJX vs RMFEX Comparison
Open Charts PEIJX vs RMFEX
Principal Equity Income J
Price$39.40
Change+$0.17 (+0.43%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$55.30
Change+$0.24 (+0.44%)
VolumeN/A
CapitalizationN/A
PEIJX vs RMFEX Comparison Chart
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PEIJX vs. RMFEX commentary
Dec 25, 2024
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 StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 102B vs. PEIJX (8.74B). RMFEX pays higher dividends than PEIJX: RMFEX (1.95) vs PEIJX (1.83). PEIJX was incepted earlier than RMFEX: PEIJX (6 years) vs RMFEX (23 years). RMFEX is a more actively managed with annual turnover of: 25.00 vs. PEIJX (13.30). 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 : 11.51 vs. PEIJX (6.90). RMFEX return over 5 years is better than : 40.52 vs. PEIJX (23.55).
| PEIJX | RMFEX | PEIJX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 6.118 | 10.760 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.74B | 102B | 9% |
| Annual Yield % from dividends | 1.83 | 1.95 | 94% |
| Returns for 1 year | 6.90 | 11.51 | 60% |
| Returns for 3 years | 0.17 | 12.40 | 1% |
| Returns for 5 years | 23.55 | 40.52 | 58% |
| Returns for 10 years | N/A | 65.11 | - |
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