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PEIQX vs RMFEX
PEIQX vs RMFEX Comparison
Open Charts PEIQX vs RMFEX
Principal Equity Income R5
Price$37.61
Change+$0.57 (+1.54%)
VolumeN/A
Net Assets7.96B
American Funds American Mutual R4
Price$54.07
Change+$0.73 (+1.37%)
VolumeN/A
Net Assets97.26B
PEIQX vs RMFEX Comparison Chart
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PEIQX vs. RMFEX 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 97.3B vs. PEIQX (7.97B). RMFEX pays higher dividends than PEIQX: RMFEX (1.61) 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 : 4.18 vs. PEIQX (-4.03). RMFEX return over 5 years is better than : 56.67 vs. PEIQX (45.97).
| 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 | -4.645 | -1.167 | 398% |
| 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 | 1.61 | 88% |
| Returns for 1 year | -4.03 | 4.18 | -96% |
| Returns for 3 years | 0.65 | 10.64 | 6% |
| Returns for 5 years | 45.97 | 56.67 | 81% |
| Returns for 10 years | 60.58 | 61.98 | 98% |
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