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PEIQX vs RMEBX
PEIQX vs RMEBX Comparison
Open Charts PEIQX vs RMEBX
Principal Equity Income R5
Price$38.77
Change-$0.52 (-1.32%)
VolumeN/A
Net Assets8.41B
American Funds American Mutual R2E
Price$55.50
Change-$0.57 (-1.02%)
VolumeN/A
Net Assets102.33B
PEIQX vs RMEBX Comparison Chart
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PEIQX vs. RMEBX commentary
Mar 12, 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 PEIQX is a Buy and RMEBX is a Hold.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 102B vs. PEIQX (8.41B). PEIQX pays higher dividends than RMEBX: PEIQX (1.42) vs RMEBX (1.15). PEIQX was incepted earlier than RMEBX: PEIQX (15 years) vs RMEBX (11 years). RMEBX (1.07) is less costly to investors than PEIQX (0.77). RMEBX is a more actively managed with annual turnover of: 31.00 vs. PEIQX (16.30). PEIQX has a lower initial minimum investment than RMEBX: PEIQX (0) vs RMEBX (250). RMEBX annual gain was more profitable for investors over the last year : 6.82 vs. PEIQX (3.41). RMEBX return over 5 years is better than : 62.77 vs. PEIQX (56.38).
| PEIQX | RMEBX | PEIQX / RMEBX | |
| Total Expense Ratio | 0.77 | 1.07 | 72% |
| Annual Report Gross Expense Ratio | 0.77 | 1.07 | 72% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 2.487 | 2.131 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 102B | 8% |
| Annual Yield % from dividends | 1.42 | 1.15 | 123% |
| Returns for 1 year | 3.41 | 6.82 | 50% |
| Returns for 3 years | 10.46 | 16.31 | 64% |
| Returns for 5 years | 56.38 | 62.77 | 90% |
| Returns for 10 years | 78.20 | 65.08 | 120% |