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PEIOX vs RMFEX
PEIOX vs RMFEX Comparison
Open Charts PEIOX vs RMFEX
Principal Equity Income R3
Price$40.60
Change-$0.41 (-1.00%)
VolumeN/A
Net Assets8.62B
American Funds American Mutual R4
Price$59.33
Change-$0.51 (-0.85%)
VolumeN/A
Net Assets107.77B
PEIOX vs RMFEX Comparison Chart in %
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PEIOX vs. RMFEX commentary
Aug 03, 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 Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 108B vs. PEIOX (8.62B). RMFEX pays higher dividends than PEIOX: RMFEX (1.51) vs PEIOX (1.00). 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 : 7.29 vs. PEIOX (-0.10). RMFEX return over 5 years is better than : 58.61 vs. PEIOX (41.44).
| 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 | 5.193 | 8.849 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.62B | 108B | 8% |
| Annual Yield % from dividends | 1.00 | 1.51 | 66% |
| Returns for 1 year | -0.10 | 7.29 | -1% |
| Returns for 3 years | 15.39 | 26.77 | 57% |
| Returns for 5 years | 41.44 | 58.61 | 71% |
| Returns for 10 years | 76.84 | 83.47 | 92% |
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