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PEIOX vs RMFEX
PEIOX vs RMFEX Comparison
Open Charts PEIOX vs RMFEX
Principal Equity Income R3
Price$36.88
Change+$0.34 (+0.93%)
VolumeN/A
Net Assets7.9B
American Funds American Mutual R4
Price$53.34
Change+$0.55 (+1.04%)
VolumeN/A
Net Assets96.25B
PEIOX vs RMFEX Comparison Chart
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PEIOX vs. RMFEX commentary
Apr 24, 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: 96.2B vs. PEIOX (7.9B). 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 : 1.70 vs. PEIOX (-5.23). RMFEX return over 5 years is better than : 52.96 vs. PEIOX (42.74).
| 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 | -5.590 | -3.507 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.9B | 96.2B | 8% |
| Annual Yield % from dividends | 1.12 | 1.61 | 69% |
| Returns for 1 year | -5.23 | 1.70 | -309% |
| Returns for 3 years | -1.08 | 8.21 | -13% |
| Returns for 5 years | 42.74 | 52.96 | 81% |
| Returns for 10 years | 53.87 | 57.52 | 94% |