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PEIOX vs RMFEX
PEIOX vs RMFEX Comparison
Open Charts PEIOX vs RMFEX
Principal Equity Income R3
Price$42.82
Change-$0.24 (-0.56%)
VolumeN/A
Net Assets8.97B
American Funds American Mutual R4
Price$62.48
Change-$0.10 (-0.16%)
VolumeN/A
Net Assets112.6B
PEIOX vs RMFEX Comparison Chart in %
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PEIOX vs. RMFEX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 113B vs. PEIOX (8.97B). RMFEX pays higher dividends than PEIOX: RMFEX (1.46) vs PEIOX (1.07). PEIOX was incepted earlier than RMFEX: PEIOX (16 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 : 8.45 vs. PEIOX (1.58). RMFEX return over 5 years is better than : 61.73 vs. PEIOX (41.76).
| PEIOX | RMFEX | PEIOX / RMFEX | |
| Total Expense Ratio | 1.08 | 0.62 | 174% |
| Annual Report Gross Expense Ratio | 1.08 | 0.62 | 174% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 11.982 | 15.028 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.97B | 113B | 8% |
| Annual Yield % from dividends | 1.07 | 1.46 | 73% |
| Returns for 1 year | 1.58 | 8.45 | 19% |
| Returns for 3 years | 36.32 | 44.96 | 81% |
| Returns for 5 years | 41.76 | 61.73 | 68% |
| Returns for 10 years | 94.49 | 101.65 | 93% |
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