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PEIPX vs RMFEX
PEIPX vs RMFEX Comparison
Open Charts PEIPX vs RMFEX
Principal Equity Income R4
Price$44.22
Change-$0.24 (-0.54%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$58.58
Change-$0.51 (-0.86%)
VolumeN/A
CapitalizationN/A
PEIPX vs RMFEX Comparison Chart
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PEIPX vs. RMFEX commentary
Nov 18, 2024
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 PEIPX is a Buy and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 104B vs. PEIPX (9.25B). RMFEX pays higher dividends than PEIPX: RMFEX (1.95) vs PEIPX (1.74). PEIPX was incepted earlier than RMFEX: PEIPX (15 years) vs RMFEX (22 years). RMFEX is a more actively managed with annual turnover of: 25.00 vs. PEIPX (13.30). PEIPX has a lower initial minimum investment than RMFEX: PEIPX (0) vs RMFEX (250). PEIPX annual gain was more profitable for investors over the last year : 28.02 vs. RMFEX (21.67). RMFEX return over 5 years is better than : 47.96 vs. PEIPX (38.68).
| PEIPX | RMFEX | PEIPX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 22 years | - |
| Gain YTD | 19.262 | 16.733 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.25B | 104B | 9% |
| Annual Yield % from dividends | 1.74 | 1.95 | 89% |
| Returns for 1 year | 28.02 | 21.67 | 129% |
| Returns for 3 years | 7.87 | 16.52 | 48% |
| Returns for 5 years | 38.68 | 47.96 | 81% |
| Returns for 10 years | 93.49 | 71.19 | 131% |
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