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PEIOX vs RMFCX
PEIOX vs RMFCX Comparison
Open Charts PEIOX vs RMFCX
Principal Equity Income R3
Price$38.77
Change-$0.12 (-0.31%)
VolumeN/A
Net Assets8.37B
American Funds American Mutual R3
Price$55.88
Change-$0.13 (-0.23%)
VolumeN/A
Net Assets102.94B
PEIOX vs RMFCX Comparison Chart
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PEIOX vs. RMFCX commentary
May 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 PEIOX is a Buy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 103B vs. PEIOX (8.37B). RMFCX pays higher dividends than PEIOX: RMFCX (1.37) vs PEIOX (1.15). 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 : 6.10 vs. PEIOX (-0.99). RMFCX return over 5 years is better than : 58.80 vs. PEIOX (49.87).
| 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 | 0.482 | 2.685 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.37B | 103B | 8% |
| Annual Yield % from dividends | 1.15 | 1.37 | 84% |
| Returns for 1 year | -0.99 | 6.10 | -16% |
| Returns for 3 years | 9.05 | 17.68 | 51% |
| Returns for 5 years | 49.87 | 58.80 | 85% |
| Returns for 10 years | 65.53 | 63.05 | 104% |
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