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PEIOX vs RMFEX
PEIOX vs RMFEX Comparison
Open Charts PEIOX vs RMFEX
Principal Equity Income R3
Price$38.77
Change-$0.12 (-0.31%)
VolumeN/A
Net Assets8.37B
American Funds American Mutual R4
Price$56.25
Change-$0.12 (-0.21%)
VolumeN/A
Net Assets102.94B
PEIOX vs RMFEX Comparison Chart
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PEIOX vs. RMFEX 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. PEIOX (8.37B). RMFEX pays higher dividends than PEIOX: RMFEX (1.65) vs PEIOX (1.15). 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 : 6.45 vs. PEIOX (-0.99). RMFEX return over 5 years is better than : 61.32 vs. PEIOX (49.87).
| 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 | 0.482 | 2.818 | 17% |
| 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 | 1.65 | 70% |
| Returns for 1 year | -0.99 | 6.45 | -15% |
| Returns for 3 years | 9.05 | 18.82 | 48% |
| Returns for 5 years | 49.87 | 61.32 | 81% |
| Returns for 10 years | 65.53 | 69.37 | 94% |
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