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PEIJX vs RMFEX
PEIJX vs RMFEX Comparison
Open Charts PEIJX vs RMFEX
Principal Equity Income J
Price$40.68
Change-$0.43 (-1.05%)
VolumeN/A
Net Assets8.81B
American Funds American Mutual R4
Price$57.60
Change-$0.62 (-1.06%)
VolumeN/A
Net Assets105.48B
PEIJX vs RMFEX Comparison Chart
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PEIJX vs. RMFEX commentary
Feb 23, 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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. PEIJX (8.81B). 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 : 11.37 vs. PEIJX (6.78). RMFEX return over 5 years is better than : 43.97 vs. PEIJX (28.03).
| 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 | 4.174 | 4.880 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.81B | 105B | 8% |
| Annual Yield % from dividends | 1.83 | 1.95 | 94% |
| Returns for 1 year | 6.78 | 11.37 | 60% |
| Returns for 3 years | 9.60 | 20.81 | 46% |
| Returns for 5 years | 28.03 | 43.97 | 64% |
| Returns for 10 years | N/A | 71.03 | - |
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