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PEIOX vs RMFEX
PEIOX vs RMFEX Comparison
Open Charts PEIOX vs RMFEX
Principal Equity Income R3
Price$40.44
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
PEIOX vs RMFEX Comparison Chart
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PEIOX 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 PEIOX is a StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. PEIOX (8.81B). RMFEX pays higher dividends than PEIOX: RMFEX (1.95) vs PEIOX (1.57). PEIOX was incepted earlier than RMFEX: PEIOX (15 years) vs RMFEX (23 years). RMFEX is a more actively managed with annual turnover of: 25.00 vs. PEIOX (13.30). PEIOX has a lower initial minimum investment than RMFEX: PEIOX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 11.37 vs. PEIOX (6.33). RMFEX return over 5 years is better than : 43.97 vs. PEIOX (26.37).
| PEIOX | RMFEX | PEIOX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 4.146 | 4.880 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.81B | 105B | 8% |
| Annual Yield % from dividends | 1.57 | 1.95 | 81% |
| Returns for 1 year | 6.33 | 11.37 | 56% |
| Returns for 3 years | 8.81 | 20.81 | 42% |
| Returns for 5 years | 26.37 | 43.97 | 60% |
| Returns for 10 years | 70.34 | 71.03 | 99% |
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