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PEIOX vs RMFCX
PEIOX vs RMFCX Comparison
Open Charts PEIOX vs RMFCX
Principal Equity Income R3
Price$37.39
Change-$1.79 (-4.57%)
VolumeN/A
Net Assets8.4B
American Funds American Mutual R3
Price$54.14
Change-$1.81 (-3.24%)
VolumeN/A
Net Assets102.75B
PEIOX vs RMFCX Comparison Chart
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PEIOX vs. RMFCX 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 PEIOX is a Hold and RMFCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 103B vs. PEIOX (8.4B). RMFCX pays higher dividends than PEIOX: RMFCX (1.34) vs PEIOX (1.12). PEIOX was incepted earlier than RMFCX: PEIOX (15 years) vs RMFCX (23 years). PEIOX (1.08) is less costly to investors than RMFCX (0.91). RMFCX is a more actively managed with annual turnover of: 31.00 vs. PEIOX (16.30). PEIOX has a lower initial minimum investment than RMFCX: PEIOX (0) vs RMFCX (250). RMFCX annual gain was more profitable for investors over the last year : 6.77 vs. PEIOX (-0.25). RMFCX return over 5 years is better than : 76.10 vs. PEIOX (70.19).
| PEIOX | RMFCX | PEIOX / RMFCX | |
| Total Expense Ratio | 1.08 | 0.91 | 119% |
| Annual Report Gross Expense Ratio | 1.08 | 0.91 | 119% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 1.231 | 2.814 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.4B | 103B | 8% |
| Annual Yield % from dividends | 1.12 | 1.34 | 84% |
| Returns for 1 year | -0.25 | 6.77 | -4% |
| Returns for 3 years | 2.76 | 11.46 | 24% |
| Returns for 5 years | 70.19 | 76.10 | 92% |
| Returns for 10 years | 67.57 | 64.62 | 105% |