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PEIQX vs RMFCX
PEIQX vs RMFCX Comparison
Open Charts PEIQX vs RMFCX
Principal Equity Income R5
Price$37.61
Change+$0.57 (+1.54%)
VolumeN/A
Net Assets7.96B
American Funds American Mutual R3
Price$53.74
Change+$0.73 (+1.38%)
VolumeN/A
Net Assets97.26B
PEIQX vs RMFCX Comparison Chart
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PEIQX vs. RMFCX commentary
Apr 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 PEIQX is a Buy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 97.3B vs. PEIQX (7.97B). PEIQX pays higher dividends than RMFCX: PEIQX (1.42) vs RMFCX (1.34). 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 : 3.87 vs. PEIQX (-4.03). RMFCX return over 5 years is better than : 54.30 vs. PEIQX (45.97).
| 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 | -4.645 | -1.247 | 372% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.97B | 97.3B | 8% |
| Annual Yield % from dividends | 1.42 | 1.34 | 106% |
| Returns for 1 year | -4.03 | 3.87 | -104% |
| Returns for 3 years | 0.65 | 9.64 | 7% |
| Returns for 5 years | 45.97 | 54.30 | 85% |
| Returns for 10 years | 60.58 | 55.97 | 108% |
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