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PEIQX vs RMFCX
PEIQX vs RMFCX Comparison
Open Charts PEIQX vs RMFCX
Principal Equity Income R5
Price$39.08
Change-$0.12 (-0.31%)
VolumeN/A
Net Assets8.58B
American Funds American Mutual R3
Price$56.01
Change-$0.14 (-0.25%)
VolumeN/A
Net Assets104.75B
PEIQX vs RMFCX Comparison Chart
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PEIQX vs. RMFCX commentary
May 23, 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 RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 105B vs. PEIQX (8.58B). PEIQX pays higher dividends than RMFCX: PEIQX (1.46) vs RMFCX (1.37). PEIQX was incepted earlier than RMFCX: PEIQX (15 years) vs RMFCX (23 years). RMFCX (0.91) is less costly to investors than PEIQX (0.77). RMFCX is a more actively managed with annual turnover of: 31.00 vs. PEIQX (16.30). PEIQX has a lower initial minimum investment than RMFCX: PEIQX (0) vs RMFCX (250). RMFCX annual gain was more profitable for investors over the last year : 5.25 vs. PEIQX (0.14). RMFCX return over 5 years is better than : 59.57 vs. PEIQX (55.49).
| PEIQX | RMFCX | PEIQX / RMFCX | |
| Total Expense Ratio | 0.77 | 0.91 | 85% |
| Annual Report Gross Expense Ratio | 0.77 | 0.91 | 85% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 3.000 | 3.181 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.58B | 105B | 8% |
| Annual Yield % from dividends | 1.46 | 1.37 | 106% |
| Returns for 1 year | 0.14 | 5.25 | 3% |
| Returns for 3 years | 14.99 | 20.45 | 73% |
| Returns for 5 years | 55.49 | 59.57 | 93% |
| Returns for 10 years | 72.82 | 62.18 | 117% |
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