Ad is loading...
PEIQX vs RMFEX
PEIQX vs RMFEX Comparison
Open Charts PEIQX vs RMFEX
Principal Equity Income R5
Price$38.77
Change-$0.52 (-1.32%)
VolumeN/A
Net Assets8.41B
American Funds American Mutual R4
Price$55.58
Change-$0.56 (-1.00%)
VolumeN/A
Net Assets102.33B
PEIQX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PEIQX vs. RMFEX 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 RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 102B vs. PEIQX (8.41B). RMFEX pays higher dividends than PEIQX: RMFEX (1.56) vs PEIQX (1.42). PEIQX was incepted earlier than RMFEX: PEIQX (15 years) vs RMFEX (23 years). PEIQX (0.77) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. PEIQX (16.30). PEIQX has a lower initial minimum investment than RMFEX: PEIQX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 7.31 vs. PEIQX (3.41). RMFEX return over 5 years is better than : 66.45 vs. PEIQX (56.38).
| PEIQX | RMFEX | PEIQX / RMFEX | |
| Total Expense Ratio | 0.77 | 0.62 | 124% |
| Annual Report Gross Expense Ratio | 0.77 | 0.62 | 124% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 2.487 | 2.221 | 112% |
| 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 | 1.56 | 91% |
| Returns for 1 year | 3.41 | 7.31 | 47% |
| Returns for 3 years | 10.46 | 17.91 | 58% |
| Returns for 5 years | 56.38 | 66.45 | 85% |
| Returns for 10 years | 78.20 | 72.96 | 107% |