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PEIOX vs RMFEX
PEIOX vs RMFEX Comparison
Open Charts PEIOX vs RMFEX
Principal Equity Income R3
Price$37.39
Change-$1.79 (-4.57%)
VolumeN/A
Net Assets8.4B
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
PEIOX vs RMFEX Comparison Chart
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PEIOX vs. RMFEX 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 RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. PEIOX (8.4B). RMFEX pays higher dividends than PEIOX: RMFEX (1.61) vs PEIOX (1.12). PEIOX was incepted earlier than RMFEX: PEIOX (15 years) vs RMFEX (23 years). PEIOX (1.08) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. PEIOX (16.30). 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 : 7.10 vs. PEIOX (-0.25). RMFEX return over 5 years is better than : 78.86 vs. PEIOX (70.19).
| PEIOX | RMFEX | PEIOX / RMFEX | |
| Total Expense Ratio | 1.08 | 0.62 | 174% |
| Annual Report Gross Expense Ratio | 1.08 | 0.62 | 174% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 1.231 | 2.891 | 43% |
| 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 | 1.61 | 69% |
| Returns for 1 year | -0.25 | 7.10 | -4% |
| Returns for 3 years | 2.76 | 12.51 | 22% |
| Returns for 5 years | 70.19 | 78.86 | 89% |
| Returns for 10 years | 67.57 | 70.99 | 95% |
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