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PEIQX vs RMFEX
PEIQX vs RMFEX Comparison
Open Charts PEIQX vs RMFEX
Principal Equity Income R5
Price$43.25
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets8.97B
American Funds American Mutual R4
Price$62.58
Change+$0.10 (+0.16%)
VolumeN/A
Net Assets112.47B
PEIQX vs RMFEX Comparison Chart in %
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PEIQX vs. RMFEX commentary
Oct 07, 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: 112B vs. PEIQX (8.97B). RMFEX pays higher dividends than PEIQX: RMFEX (1.46) vs PEIQX (1.34). PEIQX was incepted earlier than RMFEX: PEIQX (16 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 : 7.77 vs. PEIQX (1.33). RMFEX return over 5 years is better than : 63.30 vs. PEIQX (45.46).
| PEIQX | RMFEX | PEIQX / RMFEX | |
| Total Expense Ratio | 0.77 | 0.62 | 124% |
| Annual Report Gross Expense Ratio | 0.77 | 0.62 | 124% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 12.182 | 15.212 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.97B | 112B | 8% |
| Annual Yield % from dividends | 1.34 | 1.46 | 92% |
| Returns for 1 year | 1.33 | 7.77 | 17% |
| Returns for 3 years | 37.50 | 45.19 | 83% |
| Returns for 5 years | 45.46 | 63.30 | 72% |
| Returns for 10 years | 100.21 | 101.97 | 98% |
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