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PEIQX vs RMFCX
PEIQX vs RMFCX Comparison
Open Charts PEIQX vs RMFCX
Principal Equity Income R5
Price$39.29
Change-$0.68 (-1.70%)
VolumeN/A
Net Assets8.56B
American Funds American Mutual R3
Price$55.78
Change-$0.83 (-1.47%)
VolumeN/A
Net Assets104.15B
PEIQX vs RMFCX Comparison Chart
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PEIQX vs. RMFCX commentary
Mar 11, 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: 104B vs. PEIQX (8.56B). PEIQX pays higher dividends than RMFCX: PEIQX (1.42) vs RMFCX (1.30). 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 : 8.37 vs. PEIQX (3.20). RMFCX return over 5 years is better than : 53.50 vs. PEIQX (43.10).
| 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 | 2.487 | 3.700 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.56B | 104B | 8% |
| Annual Yield % from dividends | 1.42 | 1.30 | 109% |
| Returns for 1 year | 3.20 | 8.37 | 38% |
| Returns for 3 years | 11.53 | 19.10 | 60% |
| Returns for 5 years | 43.10 | 53.50 | 81% |
| Returns for 10 years | 79.48 | 69.15 | 115% |