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PEIQX vs RMFEX
PEIQX vs RMFEX Comparison
Open Charts PEIQX vs RMFEX
Principal Equity Income R5
Price$40.79
Change-$0.41 (-1.00%)
VolumeN/A
Net Assets8.62B
American Funds American Mutual R4
Price$59.33
Change-$0.51 (-0.85%)
VolumeN/A
Net Assets107.77B
PEIQX vs RMFEX Comparison Chart in %
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PEIQX vs. RMFEX 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 108B vs. PEIQX (8.62B). RMFEX pays higher dividends than PEIQX: RMFEX (1.51) vs PEIQX (1.29). 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 : 7.29 vs. PEIQX (0.27). RMFEX return over 5 years is better than : 58.61 vs. PEIQX (43.31).
| 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 | 5.380 | 8.849 | 61% |
| 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 | 1.51 | 85% |
| Returns for 1 year | 0.27 | 7.29 | 4% |
| Returns for 3 years | 16.37 | 26.77 | 61% |
| Returns for 5 years | 43.31 | 58.61 | 74% |
| Returns for 10 years | 82.15 | 83.47 | 98% |
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