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PEIQX vs RMFEX
PEIQX vs RMFEX Comparison
Open Charts PEIQX vs RMFEX
Principal Equity Income R5
Price$41.23
Change+$0.33 (+0.81%)
VolumeN/A
Net Assets9.01B
American Funds American Mutual R4
Price$57.41
Change+$0.39 (+0.68%)
VolumeN/A
Net Assets104.76B
PEIQX vs RMFEX Comparison Chart
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PEIQX vs. RMFEX commentary
Jan 31, 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 StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. PEIQX (9.01B). RMFEX pays higher dividends than PEIQX: RMFEX (1.95) vs PEIQX (1.85). PEIQX was incepted earlier than RMFEX: PEIQX (15 years) vs RMFEX (23 years). RMFEX is a more actively managed with annual turnover of: 25.00 vs. PEIQX (13.30). 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 : 14.15 vs. PEIQX (10.29). RMFEX return over 5 years is better than : 47.35 vs. PEIQX (31.48).
| PEIQX | RMFEX | PEIQX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 4.872 | 4.534 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.01B | 105B | 9% |
| Annual Yield % from dividends | 1.85 | 1.95 | 95% |
| Returns for 1 year | 10.29 | 14.15 | 73% |
| Returns for 3 years | 5.86 | 17.09 | 34% |
| Returns for 5 years | 31.48 | 47.35 | 66% |
| Returns for 10 years | 83.94 | 76.58 | 110% |
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