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PEIQX vs RMFCX
PEIQX vs RMFCX Comparison
Open Charts PEIQX vs RMFCX
Principal Equity Income R5
Price$40.79
Change-$0.41 (-1.00%)
VolumeN/A
Net Assets8.62B
American Funds American Mutual R3
Price$58.96
Change-$0.50 (-0.84%)
VolumeN/A
Net Assets107.77B
PEIQX vs RMFCX Comparison Chart in %
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PEIQX vs. RMFCX commentary
Aug 03, 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 Hold and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 108B vs. PEIQX (8.62B). PEIQX (1.29) and RMFCX (1.26) have matching dividends . 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 : 6.95 vs. PEIQX (0.27). RMFCX return over 5 years is better than : 56.18 vs. PEIQX (43.31).
| 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 | 5.380 | 8.675 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.62B | 108B | 8% |
| Annual Yield % from dividends | 1.29 | 1.26 | 102% |
| Returns for 1 year | 0.27 | 6.95 | 4% |
| Returns for 3 years | 16.37 | 25.63 | 64% |
| Returns for 5 years | 43.31 | 56.18 | 77% |
| Returns for 10 years | 82.15 | 76.53 | 107% |
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